Senior Wealth Administrator
6 days ago
Designation:
Senior Wealth Administrator | Paarl/Ceres/Wellington, Western Cape | 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:
27 Oct 2025
Reference Number:
POS07673
Closing date:
07-Nov-2025
Position Type:
Permanent
Location:
Paarl Main Road 211
Overview:
VACANCY | SENIOR WEALTH ADMINISTRATOR | PAARL/CERES/WELLINGTON, 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: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 medical aid and life insurance
- 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
- B.Com Financial degree (essential)
- RE 5 (Advantageous)
- 3 - 5 years' experience in Financial (Distribution) services industry
- Computer literate (MS Outlook, Excel, Word, CRMs)
- 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
Candidates interested must apply here by no later than 07 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. For more information about careers at PSG, visit
-
Senior Tenderer
2 weeks ago
Wellington, Western Cape, South Africa Hire Resolve Full time R900 000 - R1 200 000 per yearHire Resolve is currently seeking a highly skilled and experienced individual to fulfill the combined role of Senior Tenderer and Assistant. In this role, you will be responsible for managing the tendering process for major construction projects while also providing comprehensive administrative support. The successful candidate will have a strong background...
-
Logistics Administrator
1 week ago
Wellington, South Africa Latitude Resource Full timeAn advanced agricultural services business specializing in various precision farming solutions and plant nutrition products is seeking employ a Logistics Administrator/Assistant on a permanent basis. The Logistics Administrator will take full ownership of the logistics administration process and will work from the company’s Wellington...
-
Assoc. Prof
3 weeks ago
Wellington, South Africa Cape Peninsula University of Technology Full timeJob Knowledge, Skills and Experience Minimum Requirements : Associate Professor A relevant Doctoral degree in Education A four (4) year undergraduate degree with specialization in Foundation Phase Education / Early Childhood Education or an undergraduate degree with a teaching qualification in Foundation Phase / Early Childhood Education At least six (6)...
-
Senior Occupational Therapist
2 weeks ago
Wellington, South Africa Habit Health Full timeSenior Occupational Therapist - Wellington Join to apply for the Senior Occupational Therapist - Wellington role at Habit Health . Habit Health is a nationwide healthcare provider, specialising in the health, wellbeing and rehabilitation space. We enable people to live their best lives and empower our teams to realise their full potential. Our busy clinic in...
-
Senior Occupational Therapist
5 days ago
Wellington, South Africa Habit Health Full timeHabit Health is a nationwide healthcare provider, specialising in the health, wellbeing and rehabilitation space. We enable people to live their best lives and empower our teams to realise their full potential. Our busy clinic in the heart of Wellington CBD is looking for a dedicated Senior Occupational Therapist to join other allied health team members to...
-
Wellington, South Africa Cape Peninsula University of Technology Full timeFaculty - Education - Department - Cape Peninsula University of Technology -> Education -> Senior Phase and Further Education & Train -Fet - Campus/ Location - Wellington Campus - Wellington, WC ZA (Primary) - Job Type - Permanent - Occupational Function - Academic - Number of Positions - 1 - Annual Salary Package (incl. Medical Aid rate based on principal...
-
Wellington, South Africa Cape Peninsula University of Technology Full timeSenior Lecturer/Lecturer: Mathematics and Mathematical Literacy, Dept of Intermediate Phase, Faculty of Education (2-year contract) - (8334) Location: Wellington Campus – Wellington, WC, ZA (Primary) Contract: 2-year (Contract) Closing Date: 30 November 2025 Job Purpose The objective is to fill the position of Mathematics lecturer in the Intermediate Phase...
-
Senior Tenderer/estimator
6 hours ago
Wellington, South Africa The Vine Partners (Pty) Ltd Full time**Min 5 years** of experience with Tenders - Min 3-5 years of field experience within Civil Engineering/Civil Construction Industry. - Diploma/Degree in Civil Engineering. - Experience handling full Tender Process. - Programming (**MS Projects**) experience. - Tender Software Experience (**CCS **etc.). - Measurable knowledge and experience in respect of...
-
Admin Assistant
1 week ago
Wellington, South Africa Latitude Resource Full timeAn advanced agricultural services business specializing in various precision farming solutions and plant nutrition products is seeking employ an Admin Assistant on a permanent basis. The Admin Assistant will assist with all / any administrative processes and will work from the company’s Wellington offices. **Main Responsibilities** - Allocation of...
-
Admin Assistant
2 weeks ago
Wellington, South Africa Latitude Resource Full timeAn advanced agricultural services business specializing in various precision farming solutions and plant nutrition products is seeking employ an Admin Assistant on a permanent basis. The Admin Assistant will assist with all / any administrative processes and will work from the company’s Wellington offices. **Main Responsibilities** - Allocation of...
-
Admin Assistant
2 weeks ago
Wellington, South Africa Latitude Resource Full timeAn advanced agricultural services business specializing in various precision farming solutions and plant nutrition products is seeking employ an Admin Assistant on a permanent basis. The Admin Assistant will assist with all / any administrative processes and will work from the company’s Wellington offices. **Main Responsibilities** - Allocation of...
