Wealth Adviser Assistant/paraplanner Bethlehem, Free State Permanent

2 weeks ago

Bethlehem, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant/Paraplanner | Bethlehem, Free State | 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**:

- 29 Aug 2025

**Reference Number**:

- POS01139

**Closing date**:

- 12-Sep-2025

**Position Type**:

- Permanent

**Location**:

- Bethlehem President Boshoff Street

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT/PARAPLANNER | BETHLEHEM, FREE STATE | PERMANENT**

PSGs 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.

**Job description**:
The Wealth Adviser Assistant/Paraplanner 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 relationship management and office administrative skills.

**Responsibilities**:

- Interact, manage and provide effective client service
- Process client queries and instructions
- Administer all products
- Research product information
- Gather Policy information
- Handle and solve client enquiries (all existing business enquiries)
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Ensure FAIS Compliance
- Employee benefit administration

**Minimum requirements**:

- NQF5 Wealth Management
- Successfully completed the RE 5 Examination (Representatives)
- Minimum 2 Year experience in the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) - Highly competent in Excel
- Strong technical, organisation, planning and administrative skills
- Good verbal and written communication skills
- Able to handle admin pressure

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

**How to apply**:

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