Wealth Adviser Assistant (Adviser Development Program)

PSG is a leading independent financial services group with a strong presence across South Africa and Namibia. Since 1998, we have provided high-quality financial advice, wealth management, and insurance services to our clients. We are currently looking for motivated graduates to join our team in Northcliff, Gauteng.

The Opportunity

Are you a Finance Graduate looking to launch your career? Our Adviser Development Program (ADP) is a premier 18-month initiative designed to turn talented graduates into successful financial advisers. This is a permanent position that offers world-class training, mentorship from industry experts, and a clear path for professional growth.

What the Program Offers:

• Permanent Employment: Secure your future from day one.
• Expert Training: A structured 18-month plan to build your technical skills and industry knowledge.
• Mentorship: Receive hands-on guidance from established financial advisers and regional managers.
• Career Support: Continuous coaching and monitoring to ensure your success.

Your Role and Responsibilities

As a Wealth Adviser Assistant, you will support advisers in managing client relationships and handling administrative tasks. Your key duties will include:

• Client Support: Acting as a point of contact for client enquiries and maintaining strong relationships.
• Financial Administration: Gathering policy information, preparing client reviews, and processing new business applications.
• Data Management: Updating CRM systems and digital files to ensure all client records are accurate and professional.
• Compliance: Ensuring all documentation meets industry standards and regulatory requirements.
• Reporting: Preparing monthly statements and helping with marketing activities.

Requirements

We are looking for candidates who meet the following criteria:

• Education: A completed BCom Degree, preferably majoring in Finance, Investments, Financial Planning, Economics, or Financial Sciences.
• Experience: 0 to 2 years of experience in the financial services industry.
• Language: Excellent communication skills in English and at least one other official South African language.
• Tech Savvy: Proficient in Microsoft Office (Word, Excel, and Outlook).

Key Competencies

To succeed in this role, you should be:

• Dedicated to providing excellent customer service.
• Highly organized with strong time-management skills.
• Detail-oriented and accurate in your work.
• A proactive problem solver and a reliable team player.

Additional Information

• Job Type: Full-Time
• Location: Northcliff, Gauteng
• Closing Date: March 3, 2026

How to Apply

If you are ready to build a career with PSG, please submit your application through the PSG careers portal (myfocus.psg.co.za) or via the official application link on our partner site.