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

PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients'​ financial wellbeing.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