Wealth Adviser Assistant | Margate, KwaZulu-Natal | Permanent

PSG Konsult; Margate; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

PSG Financial Services is seeking a Wealth Adviser Assistant in Margate, KwaZulu-Natal. The role covers office management, client services, and supporting the Wealth Adviser with new business implementations and marketing plan execution.

Requirements include Matric, 5 years in financial services, strong admin skills, and FAIS compliance awareness. Fluency in English and another SA official language is expected.

Competenze

• Completed Matric
• 5 years relevant experience in the financial services industry
• Proficient in English and at least one other SA official language
• FAIS compliance awareness

Mansioni

• Gather policy information and compile summaries
• Research product information and handle new applications/quotations
• Handle and resolve client enquiries for existing business
• Diary management for new and existing business cases
• Arrange appointments between Wealth Adviser and clients
• Prepare investment review appointments and maintain CRM records
• Rebalance and maintain portfolios and distribute statements

Conoscenze

Strong administrative skills

Client relationship management

Diary management

Record transaction details

English plus another SA official语言

Formazione

NQF Level 5 Wealth Management qualification

RE 5 Examination (Representatives)

Strumenti

CRM software

Office administration tools

Descrizione del lavoro

Wealth Adviser Assistant | Margate, KwaZulu-Natal | Permanent Login

Designation: Wealth Adviser Assistant | Margate, KwaZulu-Natal | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 02 Nov 2026

Reference Number: POS41053

Closing date: 15-Nov-2026

Position Type: Permanent

Location: Shelly Beach Marine Drive

Overview:

VACANCY| WEALTH ADVISER ASSISTANT | MARGATE,KWAZULU-NATAL |PERMANENT

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

The successful candidate will be responsible for officeManagement and administration, interacting with clients by managingrelationships and providing client services. You will ensure new businessimplementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary ofinformation
• 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
• Ensure FAIS Compliance
• Completed Matric
• 5 years relevantexperience in the financial services industry
• Strong administrativeskills
• Proficient in both spokenand written English and at least one other of the official South Africanlanguages

Additional requirements:

• NQF Level 5 WealthManagement qualification, alternatively studying towards such aqualification (Advantageous)
• Successfully completed theRE 5 Examination (Representatives) (Advantageous)
• Customer Service
• Problem solving
• Team player