Senior Wealth Administrator
3 weeks ago
Designation: Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent Category: Administration and OperationsJob Level: Semi-skilled and discretionary decision makingPosted by: PSG Financial ServicesPosted on: 05 Nov Reference Number: POS Closing date: 16-Nov- Position Type: Permanent Location: Die Wilgers Lynnwood Road Overview VACANCY | SENIOR WEALTH ADMINISTRATOR | DIE WILGERS, PRETORIA, GAUTENG | PERMANENTThis is an opportunity to join a well-established family office and team which is growing rapidly. We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Responsibilities Handling administration related to risk portfolios Handling administration related to Investments Handling switches Portfolio management and administration Compliance management Monthly review schedules Life companies to facilitate quotes Interact, manage and provide effective client service Implement new business Prepare client files Process client queries and instructions Maintain the CRM system Reporting Minimum Requirements Matric (advantageous NQF5 Wealth Management or B Financial degree) RE 5 (Advantageous) 5-7 years' minimum experience in Financial services industry (Distribution division) Computer literate (MS Outlook, Excel, Word, CRMs) Competencies Team player Attention to detail Professional email and phone etiquette Ability to work independently Initiative Adaptable and fast learner Strong verbal and written communication skills Good administration, organisation, and planning skills Able to handle admin pressure How to Apply Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 16 November. 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. #J-18808-Ljbffr
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Senior Wealth Administrator
1 week ago
Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per yearDesignation:Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:05 Nov 2025Reference Number:POS40121Closing date:16-Nov-2025Position Type:PermanentLocation:Die Wilgers Lynnwood RoadOverview:VACANCY |...
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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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Senior Wealth Administrator: Client Portfolios
2 weeks ago
Pretoria, South Africa Psg Konsult Full timeA financial services company in Pretoria is seeking a Senior Wealth Administrator. You will manage a portfolio of clients, handle administrative tasks related to investments and compliance, and provide effective client service. Ideal candidates should have at least 5-7 years of experience in the financial services industry and strong administrative skills....
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Wealth Administrator
5 days ago
Pretoria, Gauteng, South Africa 368ab7bb-7e63-47cd-ada9-ca4cf297a3d6 Full time R270 000 - R420 000 per yearBDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:Act as a first point of contact for...
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Pretoria, South Africa PSG Konsult Ltd. Full time**Designation**: - Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 05 Nov 2025 - **Reference Number**: - POS40121 - **Closing date**: - 16-Nov-2025 -...
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Senior Administrator
3 weeks ago
Pretoria, South Africa Dante Personnel Full timeMinimum requirements Diploma or Certificate IV in Financial Services (or working toward) Management or leadership training / certification (advantageous but not essential). Minimum 45 years experience in a Wealth Management / Financial Planning Administration role. Proficient in Xplan and various financial provider systems. Strong knowledge of Local and...
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Pretoria, South Africa PSG Konsult Ltd. Full time**Designation**: - Senior Wealth Administrator | Irene, Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 05 Nov 2025 - **Reference Number**: - POS40124 - **Closing date**: - 16-Nov-2025 -...
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Senior Wealth Advisor for High Net Worth Clients
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeA leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning....
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Senior Investment Administrator
7 days ago
Pretoria, South Africa PSG Konsult Full timeThe Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...
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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 -...
