Senior Wealth Administrator | Bloemfontein, at PSG Konsult Ltd

Job description:

• PSG has an exciting opportunity for a Senior Wealth Administrator at PSG Wealth Bloemfontein office who will be responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager.

Role Responsibilities:

• Pro-active administration of client accounts and fast efficient processing of new investments and business.
• Direct relationship with clients in managing their investment affairs optimally and reporting and servicing.
• Management and support of Junior staff members.
• Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such. Pro-active approach to getting review statistics correct and setting up meetings with clients.
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients.
• Efficient clients take on process for new potential investors.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Assist with efficient co-ordination and planning of client functions.

Minimum requirements:

• Matric certificate
• Relevant Financial Services Diploma and/or Degree (Advantageous)
• RE 5 Certificate / NQF 5 Certificate in Wealth Management (Advantageous)
• 5+ years relevant work experience within the Financial Services industry
• Computer literacy (MS Office)

Competencies required:

• Self-driven and vision for efficiencies
• Confidence in work abilities
• Pro-active and results driven, willing to work overtime where required when urgent transactions pending.
• Good communication skills (written & verbal)
• Natural administration and system skills
• Interpersonal skills
• Good administration skills
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven

Closing date:  05-Mar-2026