Junior Acquisition and Onboarding Specialist Wealth at PSG Konsult Ltd

Responsibilities:

• Support the identification and research of potential financial advisers for acquisition.
• Assist in preparing and coordinating documents required for the adviser appointment and approval process.
• Liaise with internal teams and stakeholders to ensure acquisition and onboarding processes are followed and timelines met.
• Provide administrative support on strategic initiatives relating to adviser acquisitions under the guidance of senior team members or regional managers.
• Help compile and maintain materials related to the adviser value proposition.
• Track acquisition progress and assist with related reporting and follow-ups.
• Own and coordinate the end-to-end onboarding process for newly appointed advisers with Regional Managers.
• Collaborate with internal departments (HR, Compliance, IT, etc.) to ensure operational readiness and seamless integration.
• Conduct onboarding sessions to introduce advisers to PSG’s tools, systems, culture, and compliance requirements.
• Monitor onboarding effectiveness and continuously improve the experience based on feedback and performance insights.
• Provide first-line support to advisers in their initial months to ensure business continuity and advisor engagement.
• Track early-stage adviser performance and proactively resolve onboarding-related issues or delays.

Minimum requirements:

• Completed business qualification such as BCom, CA or CFP
• Experience in the analysis of financial information and / or valuation processes within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office including Advanced Excel)