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Wealth Adviser Assistant Hyde Park, Gauteng Permanent

2 weeks ago

Hyde Park, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant | Hyde Park, Gauteng | 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**:

- 12 May 2025

**Reference Number**:

- POS37838

**Closing date**:

- 18-May-2025

**Position Type**:

- Permanent

**Location**:

- Hyde Park

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | HYDE PARK, GAUTENG | 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**:
This is an opportunity to join a well-established office and team. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be an assistant to a Wealth Adviser, where you will assist with the processing of transactions, dealing with client's administrative requests and progress follow ups.

**Responsibilities**:

- Financial Planning support
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Customer Service
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Maintaining CRM systems

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics) - Advantageous
- 3+year’s relevant work wealth management experience
- Computer literacy (MS Office)

**Competencies required**:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently and
- Resilience

**How to apply**: