Wealth Adviser Assistant | Bloemfontein at PSG Konsult Ltd

Job description:

• The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
• The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
• The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Administration of new business 
• Gather Policy information 
• Compile a summary of information 
• Handle new applications and quotations 
• Handle client enquiries (all existing business enquiries) 
• Arrange appointments between Wealth Adviser and Clients 
• Prepare & implement investment review appointments 
• Maintain CRM system 
• Prepare and distribute monthly/quarterly statements and Personal Financial Reports 
• Build and maintain good working relationships 
• Record details of transactions using the myPractice Notes module 
• Maintain Service Level agreement deadlines 
• Ensure FICA & FAIS Compliance Qualifications and Experience

Minimum Requirements:

• Matric
• Relevant Financial Degree (Advantageous)
• 1- 3 years administration experience within the financial services industry
• Computer literate (MS Outlook, Excel, Word)

Skillset Required:

• Telephone etiquette
• Time management
• Organising and planning
• Presentable (client orientation)
• Attention to detail
• Open to engaging with clients
• Problem solving skills
• Energetic + team player

Closing date: 22-Feb-2026