PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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Provide comprehensive administrative support to a Wealth and Risk Advisor
Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
Prepare client files
Process client queries and instructions
Able to navigate and assist clients on CRM systems (Such as MyPractice)
Process and submit new business applications for life insurance, investments, retirement, and savings products
Liaise with product providers, underwriters, and clients to follow up and track applications
Prepare client review packs, portfolio/investment summaries, and compliance documents
Maintain accurate client records, FICA documents, and ensure regulatory compliance
Manage daily workflows, CRM updates, and client communications
Compile quotes from major insurers
Minimum requirements:
Grade 12 qualification
RE 5 or Wealth related qualification (Advantageous)
3 – 5 years wealth administrative experience within the financial services industry
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