Job Description :
The Wealth Adviser Assistant will provide broad administrative support to the practice, with a focus on ensuring that client servicing, business processing and administration are handled efficiently and consistently.
The role is intended to support efficient business processes, accurate documentation preparation and timely follow-up across the client service process, contributing to an efficient, well-organised and client-focused practice. The position requires flexibility and the ability to support a range of practice needs.
Responsibilities:
Gathering and processing of information
Compiling reports
Obtaining quotes and compiling applications
Assisting clients with general administrative queries
Managing adviser diaries
Assisting with the review preparation and implementation
Recording, maintaining and updating record-keeping systems
Preparing and distributing of client communication
Building and maintaining relationships with important stakeholders
Maintaining service level agreements
Managing risk in terms of compliance requirements
Maintaining efficient operational and administrative processes
Minimum Requirements:
Matric
Relevant financial degree/ NQF5 in Wealth Management (Advantageous)
3-5 years administration relevant working experience within the financial services industry
Additional Requirements:
Computer literacy (Microsoft Suite)
Must have own reliable transport
Skillset Required:
Professional client communication skills (verbal and written)
Time management and prioritisation
Organisation and planning ability
Presentation and client-service orientation
Attention to detail and accuracy
Engage confidently with clients and various stakeholders
Problem solving skills
Energetic, collaborative and team-orientated approach
Closing date: 22-Aug-2026