Senior Wealth Administrator Die Wilgers, Pretoria, Gauteng Permanent

2 days ago

Pretoria, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent
- **Category**:

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

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

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

- 05 Nov 2025
- **Reference Number**:

- POS40121
- **Closing date**:

- 16-Nov-2025
- **Position Type**:

- Permanent
- **Location**:

- Die Wilgers Lynnwood Road
- **Overview**:
**VACANCY | SENIOR WEALTH ADMINISTRATOR | DIE WILGERS, PRETORIA, GAUTENG | PERMANENT**
- **Job description**:

- This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
- **Responsibilities**:

- Handling administration related to risk portfolios
- Handling administration related to Investments
- Handling switches
- Portfolio management and administration
- Compliance management
- Monthly review schedules
- Life companies to facilitate quotes
- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Process client queries and instructions
- Maintain the CRM system
- Reporting
- **Minimum Requirements**:

- Matric (advantageous NQF5 Wealth Management orB.Com Financial degree)
- RE 5 (Advantageous)
- 5- 7 years’ minimum experience in Financial services industry (Distribution division)
- Computer literate (MS Outlook, Excel, Word, CRMs)
- **Competencies**:

- Team player
- Attention to detail- Ability to work independently
- Initiative
- Adaptable and fast learner
- Strong verbal and written communication skills
- Good administration, organisation, and planning skills
- Able to handle admin pressure
- **How to apply**:

  • Senior Wealth Administrator

    4 weeks ago

    Pretoria, South Africa Psg Konsult Full time

    Designation: Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent Category: Administration and OperationsJob Level: Semi-skilled and discretionary decision makingPosted by: PSG Financial ServicesPosted on: 05 Nov Reference Number: POS Closing date: 16-Nov- Position Type: Permanent Location: Die Wilgers Lynnwood Road Overview VACANCY |...

  • Senior Wealth Administrator

    1 week ago

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

    Designation:Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:05 Nov 2025Reference Number:POS40121Closing date:16-Nov-2025Position Type:PermanentLocation:Die Wilgers Lynnwood RoadOverview:VACANCY |...

  • Senior Wealth Administrator Irene, Pretoria, Gauteng Permanent

    2 days ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Senior Wealth Administrator | Irene, Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 05 Nov 2025 - **Reference Number**: - POS40124 - **Closing date**: - 16-Nov-2025 -...

  • 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...

  • Wealth Adviser Assistant

    4 days ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant (ADP) | Lynnwood, Pretoria, Gauteng | Permanent**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**: 27 Jan 2025**Reference...

  • Deceased Estate Administrator

    2 days ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Deceased Estate Administrator & Wills Drafter | Pretoria East, 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**: - 18 Jun...

  • Senior Wealth Administrator: Client Portfolios

    2 weeks ago

    Pretoria, South Africa Psg Konsult Full time

    A financial services company in Pretoria is seeking a Senior Wealth Administrator. You will manage a portfolio of clients, handle administrative tasks related to investments and compliance, and provide effective client service. Ideal candidates should have at least 5-7 years of experience in the financial services industry and strong administrative skills....

  • Tool and Die Maker

    1 week ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East Tool and Die Maker Pretoria East Market Related **Our Client is looking to Employ an Experienced Tool and Die Maker** **Minimum requirements**: - Grade 12 with Tool and Die Maker Qualification - 10 Years Experience in Tool Making - Must have solid Experience working on Solidworx, Auto cad and MasterCam - Solid experience working...

  • 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 -...

  • Wealth Manager Pretoria

    2 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...