Wealth Adviser Assistant (ADP) | Boksburg, Gauteng | Permanent

PSG Konsult Ltd.; Boksburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PSG Financial Services in Gauteng invites finance graduates to join a permanent Wealth Adviser Assistant (ADP) programme in Boksburg.

Over 18 months you’ll receive world-class training and development from seasoned advisers and Regional Managers, with on-the-job mentorship and exposure to client services, policy information, and portfolio administration.

Qualifications

• Bachelor’s degree or LLB with a quantitative focus.
• 0-2 years in financial services is advantageous but not compulsory.
• Strong computer literacy and proficiency in MS Office.

Responsibilities

• Gather policy information.
• Prepare client reviews and proposals.
• Research product information and quotations.
• Handle new applications and client inquiries.
• Manage diary and appointments for Wealth Adviser.
• Maintain CRM system and support administration of portfolios.

Skills

Customer Service

Problem solving

Team player

English proficiency

Education

Bachelor’s Degree in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management or LLB

Tools

MS Office

Excel

PowerPoint

Job description

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 12 Oct 2026

Reference Number: POS41688

Closing date: 26-Oct-2026

Position Type: Permanent

Location: East Rand Atlas Road

Overview:

VACANCY | WEALTH ADVISERASSISTANT (ADP) | BOKSBURG, GAUTENG |PERMANENT

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

Calling All FinanceGraduates!

Ready to launchyour career in the financial world? Join our exclusive programme and secure a permanent position at PSG.

Over 18 months,you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career withunmatched support and endless growth potential.

Don’t justdream about your future in finance—make it happen with PSG Financial Services.

What does the programmeoffer:

• An eighteen-month trainingand development plan to develop your knowledge and skills to become an adviserwhilst permanently employed
• On-the-job mentorship andtraining from established financial advisers
• Support, coaching and monitoringfrom HR, Regional Managers and Heads of Divisions.

The successfulcandidate will be responsible for supporting the wealth advisers, managementand administration, interacting with clients by managing relationships andproviding client services. You will ensure new business implementation,marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary ofinformation
• Preparing of ClientReviews
• Preparing proposals andclient reviews according to set template
• Research productinformation
• Handle new application andquotations
• Handle and solve clientenquiries (all existing business enquiries)
• Diary management for newand existing business cases
• Diary management forWealth Adviser
• Arrange appointmentsbetween Wealth Adviser and Clients
• Prepare investment reviewappointments
• Maintain CRM system
• Rebalance and maintainexisting portfolios
• Prepare and distributemonthly/quarterly statements
• Manage AdministrativeDocumentation (detailed records)
• Build and maintain goodworking relationships
• Record details oftransactions
• Deal with Employee BenefitService-Related Queries.
• Ensure FAIS Compliance
• Relevant financialqualification (Preferably a completed Bachelor’s Degree majoring inFinancial Planning/Investment Planning/RiskManagement/Economics/Accounting/Business Management) or LLB
• 0-2 Years experience inthe financial services industry advantageous but not compulsory
• Strong Computer literacy(MS Office) – Highly competent in Excel and PowerPoint
• Strong technical,administrative and accounting skills
• Proficient in both spokenand written English and at least one other of the official South Africanlanguages’
• Customer Service
• Problem solving
• Team player