Wealth Adviser Assistant Stellenbosch, Western Cape Permanent

7 days ago

Stellenbosch, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant | Stellenbosch, Western Cape | 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**:

- 16 May 2025

**Reference Number**:

- POS08250

**Closing date**:

- 30-May-2025

**Position Type**:

- Permanent

**Location**:

- Stellenbosch

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | STELLENBOSCH, WESTERN CAPE | 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**:
We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. 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**:

- 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

**Minimum Requirements**:

- Post graduate diploma in Financial Planning or BCom qualification
- 1-3 years relevant work experience in Financial Services industry
- Completed RE5 qualification will be advantageous
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

**How to apply**:

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