Wealth Adviser Assistant

5 days ago

Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

Designation:

Wealth Adviser Assistant | Irene, Pretoria, Gauteng | 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:

10 Nov 2025

Reference Number:

POS40123

Closing date:

16-Nov-2025

Position Type:

Permanent

Location:

Pretoria Southdowns John Vorster Drive

Overview:

VACANCY | WEALTH ADVISER ASSISTANT | IRENE, PRETORIA, GAUTENG | 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:

This is an opportunity to join a well-established family office and team which is growing rapidly. We require an assistant to provide an efficient administrative support function to two advisers. In this role you will assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities:

  • Client Relationship Management

  • Build and maintain good working relationships

  • Compile summaries of information requested by wealth adviser in Excel

  • Gather all financial information from clients

  • Requesting / drawing life & investment quotes and preparing proposals.

  • Arrange appointments between Wealth Adviser and Clients

  • Drafting and sending out reviews.

  • Calculate tax / legal implications of investments

  • Cash flow and performance calculations

  • Ensure FAIS Compliance

  • Ensure new business implementation.

  • Generate annual reports to ensure client segmentation is correct and up to date.

  • Handle and solve client enquiries (all existing business enquiries)

  • Handle new application and quotations

  • Interacting with clients by managing relationships and providing client services.

  • Load new / existing business policies

  • Maintain CRM system

  • Maintain Service Level agreement deadlines0

  • Maintenance and clean-up of the My Practice database on a monthly and annual basis.

  • Manage Administrative Documentation (detailed records)

  • Manage policy renewals

  • Prepare and distribute monthly/quarterly statements

  • Prepare and implement investment proposals

  • Prepare all documentation for investment review appointments

  • Rebalance and maintain existing portfolios

  • Record details of transactions

  • Report new business statistics

Minimum requirements:

  • Relevant BCom Financial Degree

  • 0 – 2 years relevant work experience within the financial/Insurance industry in a similar role

  • Proficient in both spoken and written English, and at least one other of the official South African language.

  • Computer literacy (MS Outlook, Excel, Word, CRMs)

Competencies:

  • Team Player

  • Strong verbal and written communication skills

  • Attention to detail

  • Problem solving skills

  • Professional email and phone etiquette

  • Good administration, organising and planning skills

  • Ability to work independently

  • Able to handle admin pressure

How to apply:

Candidates interested must apply here by no later than 16 November 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.

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