Wealth Adviser Assistant | Uitenhage at PSG Konsult Ltd

Job description:

• We are seeking a motivated and driven individual to join our team as a Wealth Adviser Assistant in our Uitenhage office. This is an excellent opportunity for a recent graduate or junior professional looking to build a long-term career in financial planning and wealth management.
• This role is designed as a developmental position, where the successful candidate will be trained, mentored, and supported with the goal of progressing into a fully qualified Wealth Adviser over time. Entry-level candidates encouraged to apply

Responsibilities:

• Provide administrative and operational support to senior Wealth Advisers
• Assist with client relationship management and client servicing tasks
• Prepare documentation, financial plans, and client review materials
• Attend client meetings alongside senior advisers to gain practical exposure
• Conduct research and assist with financial planning recommendations
• Ensure compliance with internal processes and regulatory requirements

Minimum requirements:

• BCom (Financial Planning) or equivalent
• 1-5 years’ relevant financial services experience

Additional Requirements:

• Postgraduate Diploma in Financial Planning
• CFP® Qualification (advantageous, but not required)

Competencies:

• Strong attention to detail and willingness to learn
• Excellent communication and interpersonal skills
• Professional, driven, and career-focused mindset

Closing date:  23-Jun-2026