Wealth Adviser Assistant (ADP) | Northcliff at PSG Konsult Ltd

Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
• Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don’t just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Data capturing
• Handle new application and quotations
• Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
• Handle and solve client enquiries (all existing business enquiries)
• Maintain CRM system
• Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
• Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
• Maintain Service Level agreement deadlines
• Ensure that advisers maintain high compliance, FAIS and review statistics and provide reports where necessary. Compliance records and FICA updates to be at standard.
• Load new/existing business policies
• Attend regular product, platform and process training and participate in personal professional development initiatives
• Comply with administrative standards and procedures as implemented by the administration manager.
• Initiate open and constant communication with advisers to ensure effective workflows

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
• 0-2 Years experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong computer literacy (MS Office)

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date:  03-Mar-2026