Wealth Adviser | Bethlehem, State

Designation:
Wealth Adviser | Bethlehem, Free State | Permanent

Category:
Advisers

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

Posted by: PSG Financial Services

Posted on: 11 Jun 2026

Reference Number: POS
41432

Closing date: 23-Jun-2026

Position Type:
Permanent

Location:

Bethlehem 34 President Boshoff Street

VACANCY | WEALTH ADVISER | BETHLEHEM,FREE STATE | PERMANENT

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.

This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

• Financial advice and planning
• Handle and solve client enquiries
• Compile and process new policy applications, administration and compliance
• Business maintenance and development
• Relevant financial qualification (Preferably a completed Bachelor’s Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB
• 2+ years’ experience in a financial service environment as a Paraplanner
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong technical, administrative and marketing skills
• Valid driver’s license and own vehicle
• Analytical thinking
• Customer Service
• Analytical skills

Candidates interested must apply on the PSG Careers website  OR browse vacancies (Use the "Apply for this Job" box below). by no later than 23 June 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.