Wealth Administrator | Tygervalley, Bellville at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers.
• 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 support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• 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.
• Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations)
• Maintain Service Level Agreement deadlines
• Manage policy renewals
• Customer Service
• Manage Administrative Documentation (details records)
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Reporting of new business statistics
• Maintaining CRM systems

Minimum requirements:

• Grade 12 & NQF5 Wealth Management/B.Com Financial Degree advantageous)
• RE5 (Representative Regulatory Exam),
• COB and Product Specific Training (Advantageous)
• At least 3 year’s relevant work experience within the financial/Insurance industry in similar role
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Care for clients must come naturally
• Communication skills
• Client and team centricity
• Systematic thinking
• Attention to detail
• Analytical skills
• Sound organising and planning
• Ability to operate independently
• Proactive problem solving
• Accuracy and reliability
• Ability to work under pressure

Closing date:  19-Jun-2026