Wealth Adviser Assistant | Lynnwood, Pretoria | Permanent

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

Job summary

PSG Konsult Ltd. in Pretoria East is seeking a Wealth Adviser Assistant to provide efficient administrative support to our wealth office, managing client portfolios and processing transactions.

The role involves preparing statements, maintaining CRM, handling client inquiries, and assisting with basic financial planning; requires BCom in Finance or related, RE5 preferred, and 2–3 years in financial services.

Qualifications

• BCom (Finance/Business/Investments/Economics) or related degree.
• RE5 Regulatory Exam for Representatives passed (Advantageous).
• 2–3 years of relevant financial industry experience (Investments & Risk).
• Proficient in English and at least one other SA official language.
• Strong administration, organising and planning skills.

Responsibilities

• Formulate and manage client documentation, including statements and risk documents.
• Prepare statements of advice and service reports for clients.
• Review client portfolios and risk coverage with changing circumstances.
• Maintain CRM, handle client enquiries, and support new applications.
• Manage diary, events, and reporting of new business statistics.

Skills

Administration

Client relations

CRM systems

English proficiency

Education

BCom (Finance / Business) or related

RE5 Regulatory Exam for Representatives

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: POS06276

Closing date: 25-Oct-2026

Position Type: Permanent

Location: Pretoria Oos/Pretoria East

Overview:

VACANCY | WEALTH ADVISERASSISTANT | LYNNWOOD, PRETORIA |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.

This is anopportunity to join a well-established office and team which is growingrapidly. We require a Wealth Adviser Assistant to provide an efficientadministrative support function to our office. In this role you will beallocated a portfolio of clients to assist with processing transactions,dealing with clients directly, looking after accounts and support in basicfinancial planning.

Responsibilities:

• Formulate effectivefinancial plan documents and/or risk management documents, in-line withthe strategy as outlined by the adviser, and the customer’s needs,objectives and risk tolerance. All documents must meet compliancerequirements and the relevant legislation, and comply with the companystandard documents, policies and procedures.
• Prepare statement ofadvice documentation as required.
• Review customer portfolioreview reports in conjunction with changes in customer circumstances andinvestments and general market movement, as outlined in the sales andservice process. Ensure report is accurate and that investment strategy ismeeting customer’s objectives. Ensure customer is kept well informed andthat all necessary actions are recommended and where necessary undertaken.
• Review customers riskcoverage in conjunction with changes in customer circumstances and riskmanagement needs, product offerings available, and changes in productprovider rates. Ensure customer is kept well informed and that allnecessary actions are recommended and where necessary undertaken.
• Prepare statement ofadvice documentation as required.
• Ensure the accurateproduction of all customer portfolio review documentation and reports inline with the practices service model.
• Customer Service
• Team management
• Administration
• Client RelationshipManagement
• Gather Policy information
• Compile a summary ofinformation
• Research productinformation
• Handling and solving ofclient enquiries
• Handling of newapplication and quotations
• Diary management
• Reporting of new businessstatistics
• Preparation of insurereview appointments
• Maintaining CRM systems
• BCom (Finance / BusinessFinance / Investments / Financial Planning Law / Financial Sciences orInvestment Management or BCom (Economics)
• RE5 - Regulatory Exam forRepresentatives passed (Advantageous)
• At least 2 - 3 year’srelevant work experience within the financial industry (Investment &Risk essential)
• Proficient in both spokenand written English and at least one other of the official South Africanlanguages
• Strong Administration,Organising and planning skills
• Communication andinterpersonal skills
• Problem solving
• Analytical skills and ableto handle admin pressure
• Ability to operateindependently and a
• Resilience