Wealth Adviser Assistant Bellville, Western Cape Permanent

1 day ago

Bellville, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant | Bellville, Western Cape | 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**:

- 22 Oct 2025

**Reference Number**:

- POS40170

**Closing date**:

- 04-Nov-2025

**Position Type**:

- Permanent

**Location**:

- Old Oak

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT** **| BELLVILLE, WESTERN CAPE** **| 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.

**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 golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**What does the programme offer**:

- Permanent employment
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

**Job description**:
**Responsibilities**:

- Advise clients on medical aids, medical insurance and gap cover - both personal families and groups
- Assist clients with queries
- Ensure CRM data is up to date and accurate
- Year-end & ad hoc client presentations
- Identifying and providing leads to colleagues in other PSG Wealth service lines
- Keeping up to date with provider amendments

**Minimum requirements**:

- Completed BCom Degree (Preferably majoring in Finance or Investment Planning/ Risk Management) or BCom (Economics)
- No experience or less than 2 years’ experience in the financial services industry
- Strong technical and administrative skills

**Competencies required**:

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

**How to apply**:

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