Wealth Adviser Assistant | Paarl, Western Cape | Permanent

PSG Konsult Ltd; Paarl; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Paarl is seeking a Wealth Adviser Assistant to support client onboarding and administration. The role involves managing documentation, facilitating communication between clients and financial advisers, and ensuring compliance with operational standards. Candidates must have a Grade 12 qualification, a diploma in Business Administration, and proficiency in Afrikaans and English. Strong client service, organizational, and communication skills are essential for success in this position.

Qualifications

• Proficient in both spoken and written Afrikaans and English.
• Ability to manage client inquiries and communications professionally.
• Strong proficiency in administrative and secretarial tasks.

Responsibilities

• Manage the client onboarding process and documentation.
• Oversee the implementation stage of onboarding and client communication.
• Facilitate accurate and timely client detail updates to providers.
• Action payment instructions and assist with transactions.

Skills

Client service skills

Organizational skills

Excellent communication skills

Attention to detail

Interpersonal skills

Education

Grade 12

Diploma in Business Administration / equivalent

Tools

MS Office

Job description

Job title

Wealth Adviser Assistant | Paarl, Western Cape | Permanent

Job Location

Western Cape, Paarl

Deadline

January 10, 2026

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Job description

The Wealth Adviser Assistant plays a key support role in ensuring a smooth and professional client experience by managing all aspects of the client onboarding process. This includes the preparation, collection, verification, and submission of all necessary documentation in line with internal compliance and regulatory requirements. The assistant acts as a liaison between the Wealth Manager, client, and internal operational teams to ensure timely and efficient service delivery. The role requires the incumbent to hold a proper authority, with a moderate level of technical knowledge. It also demands excellent relationship management, secretarial, and administrative skills.

New Business Implementation

• Implementation of all new business, including all follow‑ups in line with Stockbroking Service Offering. This includes completing and submitting application forms where necessary, contacting suppliers and ensuring business is completed in a timely fashion.
• Follow‑up any outstanding workflows, in line with Stockbroking Service Offering.
• Acknowledge and process all new business submissions, overseeing the implementation stage of the onboarding process, such as dispatching welcome communication to clients.
• Verify that the implementation process has been completed correctly and meets all compliance and operational standards.
• Customer service.
• Manage all client communication requirements as instructed by the Adviser, Supervisor, or Paraplanner, ensuring timely and professional delivery.
• Maintain a detailed and up‑to‑date record of all clients contact on the client relationship management (CRM) system.
• Facilitate the accurate and timely communication of client detail updates to the appropriate product providers for implementation.
• Manage the resolution of client concerns in a timely and professional manner, often acting as a liaison between clients and service providers. Provide support on all client enquiries within the scope of the firm’s service standards, referring queries to the appropriate team members as needed. Note: this role excludes the giving of financial advice.
• Assist in maintaining client relationships and ensuring strong client retention, aligned with the company’s service model.

Administration

• Action payment instructions daily.
• Assist with the following transactions as necessary:
• Open and close accounts.
• Load payment instructions.
• Email proof of payment to client.
• Assist with client enquiries.

General administration

• Ensure new client files are accurately prepared in a timely manner, either personally or by delegating to the appropriate support staff.
• Prepare documents and correspondence as needed by the Adviser or support team.
• Carry out other responsibilities or ad hoc tasks as assigned by the Adviser or Direct Supervisor, in line with the needs of the business.
• Assist with filing and archiving as and when needed.

Minimum requirements

• Grade 12
• Diploma in Business Administration / equivalent
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Office)

Competencies required

• Client service skills
• Ability to prioritize, organizational / planning skills and multitasking
• Excellent communication skills
• Attention to detail
• Interpersonal Skills