Wealth Adviser Assistant | Vanderbijlpark at PSG Konsult Ltd

Job description:

• The successful candidate will be responsible for 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
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies
• Investment Planning/Employee Benefits/Provident Fund & Medical Aid

Minimum requirements:

• Completed NQF 5 in Wealth Management and/ or Relevant financial services BCom degree (i.e Finance, Economics, Investment Management)
• Completed RE5 ( Advantageous )
• 2- 5 years relevant financial services wealth administration experience
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

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

Closing date:  16-Jun-2026