Wealth Adviser Assistant

Designation:Wealth Adviser Assistant | Umhlanga, Kwazulu Natal
Job Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:PSG Financial Services
Posted on:10 Nov 2023
Reference Number:POS37365
Closing date:24 Nov 2023
Position Type:Permanent
Location:Umhlanga Portfolio M


PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

The successful candidate will be responsible for reception duties, office management and administration, interacting with clients by managing relationships and providing client services.


  • Front Office Management
  • Answering/redirecting all incoming calls, taking messages, attending to client queries
  • Gather Policy information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Diary management for new and existing business cases
  • Diary management for Wealth Adviser/s
  • 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
  • Ensure FAIS Compliance
  • Load new/existing business applications

 Minimum requirements:

  • Completed Bachelor of Commerce degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)
  • Minimum 1-3 Year experience in the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
  • Strong technical and administrative skills

 Competencies required:

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

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 24 November 2023. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

All the best with your applications

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