Wealth Adviser Assistant
5 days ago
Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities Assist Wealth Advisers with client meetings, including preparing presentations and documents Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients Help coordinate client events and seminars Manage client communications and follow up on action items Assist with account opening and maintenance processes Maintain client records accurately and securely Requirements Degree in finance, economics, business, or a related field Previous experience in a financial advisory or wealth management role is highly preferred Strong attention to detail and organizational skills Excellent communication and interpersonal skills Proficient in Microsoft Office suite Ability to work independently as well as in a team Knowledge of financial products and market trends This is an excellent opportunity for a motivated individual looking to gain experience in the financial services industry and work with a team of experienced Wealth Advisers. If you meet the requirements and are interested in this position, please submit your resume and cover letter. Contact Hire Resolve for your next career-changing move today Our client is offering a highly competitive salary for this role based on experience. Full Time Company Social #J-18808-Ljbffr
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Wealth Adviser Assistant
1 week ago
Pretoria, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Adviser Assistant
3 days ago
Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per yearJob Title: Wealth Adviser AssistantLocation: PretoriaSalary: CompetitiveThe Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment.Key Responsibilities:Assist Wealth...
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Wealth Adviser Assistant
3 weeks ago
Pretoria, South Africa Psg Konsult Full timeDesignation: Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory : Administration and OperationsJob Level : Semi-skilled and discretionary decision makingPosted by : PSG Financial ServicesPosted on : 03 Nov Reference Number : POS Closing date : 17-Nov- Position Type : PermanentLocation : MenlynOverview : VACANCY | WEALTH ADVISER ASSISANT...
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Wealth Adviser Assistant
1 week ago
Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per yearDesignation:Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:03 Nov 2025Reference Number:POS40180Closing date:17-Nov-2025Position Type:PermanentLocation:MenlynOverview:VACANCY | WEALTH ADVISER ASSISANT (ADP) |...
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Wealth Adviser Assistant
3 days ago
Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per yearDesignation:Wealth Adviser Assistant | Irene, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:10 Nov 2025Reference Number:POS40123Closing date:16-Nov-2025Position...
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Wealth Adviser Assistant
2 weeks ago
Pretoria, South Africa PSG Konsult Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Pretoria, South Africa Hire Resolve Full timeA financial services firm in Pretoria is seeking a Wealth Adviser Assistant to provide support to Wealth Advisers. The ideal candidate will have a degree in finance or related fields, strong organizational and communication skills, and experience in financial advisory roles. This full-time position offers competitive compensation and opportunities for...
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Wealth Adviser Assistant
1 week ago
Pretoria, South Africa PSG Konsult Full time_ **Calling All Finance Graduates!**_ Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your...
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Wealth Adviser Assistant
4 days ago
Pretoria, South Africa PSG Konsult Ltd. Full time**Designation**: - Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 03 Nov 2025 - **Reference Number**: - POS40180 - **Closing date**: - 17-Nov-2025 - **Position...
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Pretoria, South Africa PSG Konsult Ltd. Full time**Designation**: - Assistant Wealth Adviser: Securities | Lynnwood, Pretoria | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 04 Jul 2025 **Reference...
