PSG Konsult Ltd
Wealth Adviser Assistant | Bloemfontein
About PSG
PSG is a leading independent financial services group with a strong presence across South Africa and Namibia. Since 1998, we have provided our clients with a value-orientated approach to their financial needs, specializing in asset management, wealth management, and insurance.
Role Overview
We are looking for a Wealth Adviser Assistant to join our team in Bloemfontein. In this role, you will be responsible for providing high-quality after-sales service to our clients. Your goal is to support long-term customer relationships through excellent administrative support and efficient office management.
Key Responsibilities
- Handle the administration of new business and process applications.
- Gather and summarize policy information for advisers and clients.
- Prepare quotes and assist with client inquiries regarding existing business.
- Schedule appointments and prepare documents for investment review meetings.
- Maintain and update the CRM system and client records.
- Prepare and distribute monthly financial reports and statements.
- Ensure all activities remain compliant with FICA and FAIS regulations.
- Build and maintain professional relationships with clients and colleagues.
Minimum Requirements
- Matric certificate.
- A relevant Financial Degree is considered an advantage.
- 1 to 3 years of administrative experience within the financial services industry.
- Proficiency in Microsoft Office, specifically Outlook, Excel, and Word.
Required Skills
- Professional telephone etiquette and communication skills.
- Strong organizational and time management abilities.
- Excellent attention to detail and problem-solving skills.
- A client-focused approach and a professional appearance.
- A positive, energetic attitude and the ability to work well in a team.
Job Details
- Job Type: Full Time
- Location: Bloemfontein, Free State
- Closing Date: 22 February 2026
How to Apply
If you meet the requirements and are interested in this position, please submit your application through the PSG career portal.