Wealth Adviser Assistant at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office.
• 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 and investments. 

Responsibilities:

• Financial Planning and investment administrative support
• 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.
• Gathering Policy information
• Compiling a summary of information
• Handling of new application and quotations
• Maintaining CRM systems
• Data capturing
• Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
• Handle and solve client enquiries (all existing business enquiries)
• Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
• 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. Compliance records and FICA updates to be at standard and comply with the company standard documents, policies and procedures
• 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 Grade 12 Certificate
• Relevant Financial or Industry related Qualification (Advantageous)
• 3 - 5  year’s relevant wealth management experience (Investment knowledge is preferred)
• Proficient in both spoken and written English as well as one other official South African Language
• Proficient in Microsoft Office

Competencies:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently and a
• Resilience

Closing date:  18-Jun-2026