Designation:
Wealth Adviser Assistant | Paarl/Ceres/Wellington, Western Cape | Permanent
Category:
Administration and Operations
Job Level:
Semi-skilled and discretionary decision making
Posted by:
PSG Financial Services
Posted on:
31 Jul 2025
Reference Number:

JOB DESCRIPTION:

The Assistant is primarily responsible for performing after sales service to clients, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

MINIMUM REQUIREMENTS:

• Matric Certificate and/or NQF5 Wealth Management Certificate
• RE 5 (Advantageous)
• Relevant B.Com Degree (Advantageous)
• 3 - 5 years’ experience in wealth services industry
• Computer literate (MS Outlook, Excel, Word, CRMs)

• Handling administration related to risk portfolios
• Handling administration related to medical aid and life insurance
• Handling switches
• Portfolio management and administration
• Compliance management
• Monthly review schedules
• Life companies to facilitate quotes
• Interact, manage and provide effective client service
• Implement new business
• Prepare client files
• Process client queries and instructions
• Maintain the CRM system