Wealth Adviser Assistant

6 days ago

Pretoria, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant (ADP) | Faerie Glen, Pretoria, Gauteng

**Category**:

Adviser Development Programme

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

17 Sep 2024

**Reference Number**:

POS38638

**Closing date**:

24-Sep-2024

**Position Type**:

Permanent

**Location**:

Pretoria Boardwalk

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | FAERIE GLEN, PRETORIA, GAUTENG | PERMANENT**

PSG's 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**:
**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- 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

**Minimum Requirements**:

- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)or BCom (Economics)
- 0-2 Year experience in the financial services industry
- RE5 advantageous
- Proficient in both spoken and written English and at least one other of the official South African languages
- Strong Computer literacy (MS Office) - Highly competent in Excel and PowerPoint
- Strong technical and administrative skills

**Competencies**:

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

**How to apply**:

  • Wealth Adviser Assistant

    2 weeks 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

    2 weeks 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

    2 weeks 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 | Finance Support Role

    2 weeks 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

    2 weeks 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...

  • Financial Adviser

    1 week ago

    Pretoria, Gauteng, South Africa Concept Wealth Holdings Full time

    Company DescriptionConcept Wealth Holdingsis a service company that supports its advisers, brokers, and affiliates in developing sustainable businesses and providing suitable financial solutions for clients. The Concept team uses their extensive experience and knowledge in the financial services sector to discover new opportunities for their partners.Role...

  • Wealth Manager Pretoria

    3 weeks ago

    Pretoria, South Africa Nedbank Private Wealth Full time

    Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

  • Wealth Management Specialist

    1 week ago

    Pretoria, South Africa Momentum Life Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...

  • Wealth Management Specialist

    1 week ago

    Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

  • Graduate Adviser

    2 weeks ago

    Pretoria, South Africa PSG Wealth Distribution Full time

    **Job description**: **Responsibilities**: - Advise clients on medical insurance options and suitability - both personal families and groups - Client and group visits and induction, ongoing training and presentations to clients - Assist clients with queries - Arrange and attend Wellness days - Ensure CRM data is up to date and accurate - Year-end & ad hoc...