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
- 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
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
- Maintain good relationships with product suppliers
- Ensure effective administrative processes between the Wealth Adviser’s office and the offices of the product suppliers.
- Attend training offered by the suppliers, where relevant.

**Minimum requirements**:

- Relevant 3-year degree
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Passion for the financial services industry

**Competencies required**:

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

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelors (required)

  • Wealth Adviser Assistant

    5 days ago

    Pretoria, South Africa Hire Resolve Full time

    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...

  • Wealth Adviser Assistant

    3 days ago

    Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per year

    Job 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...

  • Wealth Adviser Assistant

    3 weeks ago

    Pretoria, South Africa Psg Konsult Full time

    Designation: 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...

  • Wealth Adviser Assistant

    1 week ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation: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) |...

  • Wealth Adviser Assistant

    3 days ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation: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...

  • 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 -...

  • Wealth Adviser Assistant | Finance Support Role

    5 days ago

    Pretoria, South Africa Hire Resolve Full time

    A 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...

  • 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...

  • 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...

  • Assistant Wealth Adviser: Securities Lynnwood, Pretoria Permanent

    2 weeks ago

    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...