Wealth Administrator

The successful candidate will be responsible for assisting the Wealth Adviser with various administration on the wealth and investments side of business, interacting with clients by managing relationships, and providing client services. They will ensure new business implementation and onboarding is carried out effectively to ensure client satisfaction.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new applications and quotations
• Handle and solve client enquiries (all existing business enquiries) both written and verbally
• 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:

• Matric Certificate
• Degree or Industry qualifications (Advantageous)
• 2 - 3 Years strong administration experience in a Financial Services Company (Preferably a dealing with wealth and investment products)
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Strong administrative skills
• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Resilient
• Team player

How to apply:

Candidates interested must apply on Indeed by no later than 29 October 2025.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Job Type: Full-time

Education:

• High School (matric) (Required)

Experience:

• dealing with wealth and investment products: 2 years (Required)

Language:

• Afrikaans fluently (Preferred)

Location:

• Newlands, Western Cape (Preferred)

Work Location: In person