VACANCY | WEALTH ADVISER ASSISTANT | UITENHAGE, EASTERN 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:
We are seeking a motivated and driven individual to join our team as a Wealth Adviser Assistant in our Uitenhage office. This is an excellent opportunity for a recent graduate or junior professional looking to build a long-term career in financial planning and wealth management.
This role is designed as a developmental position, where the successful candidate will be trained, mentored, and supported with the goal of progressing into a fully qualified Wealth Adviser over time. Entry-level candidates encouraged to apply
Responsibilities:
- Provide administrative and operational support to senior Wealth Advisers
- Assist with client relationship management and client servicing tasks
- Prepare documentation, financial plans, and client review materials
- Attend client meetings alongside senior advisers to gain practical exposure
- Conduct research and assist with financial planning recommendations
- Ensure compliance with internal processes and regulatory requirements
Minimum requirements:
- BCom (Financial Planning) or equivalent
- 1-5 years’ relevant financial services experience
Additional Requirements:
- Postgraduate Diploma in Financial Planning
- CFP® Qualification (advantageous, but not required)
Competencies:
- Strong attention to detail and willingness to learn
- Excellent communication and interpersonal skills
- Professional, driven, and career-focused mindset
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 23 June 2026. 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.
