Wealth Adviser Assistant

**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 -...

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...

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...

Designation: Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory : Administration and OperationsJob Level : Semi-skilled and discretionary decision makingPosted by : PSG Financial ServicesPosted on : 03 Nov Reference Number : POS Closing date : 17-Nov- Position Type : PermanentLocation : MenlynOverview : VACANCY | WEALTH ADVISER ASSISANT...

Designation:Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:03 Nov 2025Reference Number:POS40180Closing date:17-Nov-2025Position Type:PermanentLocation:MenlynOverview:VACANCY | WEALTH ADVISER ASSISANT (ADP) |...

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...

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...

_ **Calling All Finance Graduates!**_ Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your...

**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...

**Designation**: - Assistant Wealth Adviser: Securities | Lynnwood, Pretoria | 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**: - 04 Jul 2025 **Reference...