VACANCY | WEALTH ADVISER ASSISTANT | SOMERSET WEST, 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 office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. 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:
- Financial Planning and investment administrative support
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Gathering Policy information
- Compiling a summary of information
- Handling of new application and quotations
- Maintaining CRM systems
- Data capturing
- Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
- Handle and solve client enquiries (all existing business enquiries)
- Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
- Manage Administrative Documentation (detailed records)
- Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
- Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
- Maintain Service Level agreement deadlines
- Ensure that advisers maintain high compliance, FAIS and review statistics. Compliance records and FICA updates to be at standard and comply with the company standard documents, policies and procedures
- Attend regular product, platform and process training and participate in personal professional development initiatives
- Comply with administrative standards and procedures as implemented by the administration manager.
- Initiate open and constant communication with advisers to ensure effective workflows
Minimum requirements:
- Completed Grade 12 Certificate
- Relevant financial BCom Degree
- Completed RE 5 certificate (Advantageous)
- 3 - 5 year’s relevant wealth management experience in the financial services sector
- Proficient in both spoken and written English as well as one other official South African Language
- Computer Literacy skills (MS Office)
Competencies:
- PSG System experience (myPractice – Advantageous)
- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently and a
- Resilience
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 24 July 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.
