Junior Technical Wealth Specialist: Advice; Graduate Tygervalley

Designation:
Junior Technical Wealth Specialist:
Advice (Graduate) | Tygervalley, Cape Town | Contract (12 Months)

Category:
Technical Support

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 28 Sep 2026

Reference Number: POS
39122

Closing date: 16-Oct-2026

Position Type:
Temporary

Location:

Tygerfalls The Edge

Overview:

PSG’scommitment to transform and embrace diversity is what drives us to achieve adiverse 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 toapply.

Are you arecent Financial Planning graduate ready to launch your career in the financial services industry? PSG is looking for a Junior Technical Specialist:
Advice, tojoin our team in Tygervalley, Cape Town.

This is afantastic 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.

• Assist with coordinatingengagement sessions between internal and/or external stakeholders
• Assist in liaising withadvisers, help capture and organise data received, and support feedbackcollation
• Assist with compilingfinancial planning related content
• Support senior team members on technical product and advice matters, including preparation foradviser-focused meetings
• Assist with investment related projects and daily tasks such as portfolio and product research
• Help track progress onteam 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 adhoc projects as assigned by the team

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

• 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 ofPowerPoint, Word and Excel
• Willingness and ability tolearn financial products, advice and technical processes quickly
• Strong attention to detailand developing analytical skills
• Good verbal and written communication skills
• Proactive approachtoidentifying and helping solve problems
• Adaptable, resilient andeager to grow
• High emotional intelligence
• A team player who workswell under guidance and supervision