Wealth Adviser Assistant (ADP) | Pretoria at PSG Konsult Ltd

Calling All Finance Graduates!


Ready to launch your 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 with unmatched support and endless growth potential.
Don't just dream about your future in finance—make it happen with PSG Financial Services.
Apply now and unlock your potential


What does the programme offer:


Permanent employment
An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
On-the-job mentorship and training from established financial advisers
Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.


Job Description :


The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.


Responsibilities:


Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Preparing proposals and client reviews according to set template
Data capturing on Excel
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies


Minimum requirements:


Completed BCom Degree (Preferably majoring in Finance, Investment Planning, Risk Management, Financial Planning) or BCom (Economics)
Must have no more than 2 years experience in the financial services industry
Strong technical and administrative skills


Competencies required:


Customer Service focused
Task driven
Communication skills (verbal & written)
Time Management skills
Problem solving
Attention to detail
Team player


Closing date: 02-Sept-2026