Assistant Wealth Manager | Melkbosstrand, Western Cape | Permanent at PSG Konsult Ltd

Job description:

• PSG has an exciting opportunity for an Assistant Wealth Manager with one of our wealth offices, seeking someone who has a passion for the Financial Services and compliance.

Responsibilities:
Administrative support to Wealth Manager:

• Prepare and collate new client onboarding documentation.
• Oversee the management and updating of client CRM profile.
• Liaise with external and internal providers on client specific queries and implementation of instructions.
• Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager
• Manage the process of preparation of client review packs
• Prepare and implement financial planning and investment proposals
• Compare & process of new policy applications and quotations
• Prepare investment review reports and appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication

Legislative Compliance (FICA and FAIS):

• Apply basic knowledge of the FAIS General Code of Conduct in daily work.
• Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
• Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance.

Technical Support:

• Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
• Compile proposal documents based on the Wealth Manager instruction and recommendations.

Minimum requirements:

• Matric
• Degree (Advantageous)
• RE 5 (Advantageous)
• 3-8 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
• Experience in and solid knowledge and understanding of the financial planning environment, compliance with FAIS and FICA
• Previous knowledge of Mybase,  Icomply and Elite Wealth  (Advantageous)
• MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)

Competencies required:

• Ability to prioritise, organise and plan around large amounts of information and tasks.
• High attention to detail and low tolerance for errors
• Sound knowledge of and experience in FICA and FAIS
• Highly numerate
• Punctual
• Ability to work independently

Deadlne:10th January,2026