Wealth Administrator

7 days ago

Newlands, Western Cape, South Africa PSG Konsult Full time R250 000 - R400 000 per year

Designation:

Wealth Administrator | Newlands, Western Cape | Permanent

Category:

Administration and Operations

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

17 Oct 2025

Reference Number:

POS40169

Closing date:

31-Oct-2025

Position Type:

Permanent

Location:

Newlands (Constantia)

Overview:

VACANCY | WEALTH ADMINISTRATOR | NEWLANDS, 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:

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 here by no later than 31 October 2025 OR browse available PSG Careers vacancies

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 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

  • Wealth Administrator

    1 week ago

    Newlands, Western Cape, South Africa PSG Konsult Full time R450 000 - R600 000 per year

    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...