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 | 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
  • Professional email and phone etiquette
  • 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:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 16 November 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.

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