Wealth Adviser Assistant Bloemfontein, Free State Permanent

2 weeks ago

Bloemfontein, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant | Bloemfontein, Free State | Permanent
- **Category**:

- Administration and Operations
- **Job Level**:

- Semi-skilled and discretionary decision making
- **Posted by**:

- PSG Financial Services
- **Posted on**:

- 25 Nov 2025
- **Reference Number**:

- POS40143
- **Closing date**:

- 08-Dec-2025
- **Position Type**:

- Permanent
- **Location**:

- Bloemfontein Dan Pienaar
- **Overview**:

- **VACANCY | WEALTH ADVISER ASSISTANT| BLOEMFONTEIN, 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**:

- **Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- 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
- Investment Planning/Employee Benefits/Provident Fund & Medical Aid- **Minimum requirements**:

- Matric
- Completed NQF 5 in Wealth Management ( Advantageous)
- 2- 3 years relevant financial services wealth administration experience
- Proficient in both spoken and written English and at least one other of the official South African languages- **Competencies required**:

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

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