Junior Technical Wealth Specialist: Advice (Graduate) | Tygervalley, Cape Town | Contract (12 Months) Job at PSG Konsult Ltd

VACANCY | JUNIOR TECHNICAL WEALTH SPECIALIST: ADVICE (GRADUATE)  | TYGERVALLEY, CAPE TOWN | CONTRACT (12 MONTHS)

• PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
• Are you a recent Financial Planning graduate ready to launch your career in the financial services industry? PSG is looking for a Junior Technical Specialist: Advice, to join our team in Tygervalley, Cape Town.
• This is a fantastic entry-level opportunity to gain hands-on exposure to financial planning and advice, working alongside a team of experienced specialists who support a large national network of financial advisers.
• Career level: Junior/Employment status: Contract/Qualification: Degree/Postgrad

Responsibilities:

• Assist with coordinating engagement sessions between internal and/or external stakeholders
• Assist in liaising with advisers, help capture and organise data received, and support feedback collation
• Assist with compiling financial planning related content
• Support senior team members on technical product and advice matters, including preparation for adviser-focused meetings
• Assist with investment related projects and daily tasks such as portfolio and product research
• Help track progress on team projects and provide general administrative support to keep them moving forward
• Help compile progress reports on projects and ad hoc business initiatives for review by senior team members
• Conduct research for ad hoc projects as assigned by the team

Minimum requirements:

Qualifications

• Degree in Financial Planning or related (completed, or final year of study)
• Postgraduate Diploma in Financial Planning / progress towards CFP designation (advantageous)

Experience

• No prior formal work experience required; this is an entry-level graduate opportunity
• Exposure to financial planning, the financial services industry or investment products, life insurance or financial planning through vacation work, internships or academic projects is advantageous
• Working knowledge of PowerPoint, Word and Excel

Skills/Competencies:

• Willingness and ability to learn financial products, advice and technical processes quickly
• Strong attention to detail and developing analytical skills
• Good verbal and written communication skills
• Strong interpersonal and relationship-building skills
• Proactive approach to identifying and helping solve problems
• Adaptable, resilient and eager to grow
• High emotional intelligence
• A team player who works well under guidance and supervision

Closing date: 16-Oct-2026