Adviser Development Programme – South Africa | PSG Konsult Ltd
Job Location : South Africa,
Deadline : February 28, 2026
About the Role
This high-RPM development role focuses on the technical mastery of financial data and delivering 100% compliant wealth management solutions across South Africa. Utilizing Salesforce for client engagement and Oracle for complex financial modeling, the candidate minimizes operational risk in the advisory process. Their work is pivotal for leveraging data-driven insights to drive regional business growth and ensuring the institutional integrity of the wealth management landscape.
Job description:
- The successful candidate will be responsible for supporting the wealth or insure 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
- 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 Adviser
- Arrange appointments between 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 Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
- 0-2 Years experience in the financial services industry advantageous but not compulsory
- Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Business Acumen
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Deadline:28th February,2026
Career Growth & Education
A degree in Finance, Economics, or Law is mandatory for this elite professional track, alongside a commitment to achieving the CFP designation and RE5 certification. Career progression leads to Senior Financial Advisor or Partner roles within the global wealth sector. Pursuing specialized bootcamps in digital finance and obtaining advanced certifications through professional workshops provides a pathway to elite high-paying global positions.
Salary & Financial Insight
Estimated monthly salaries for program participants range from R18,000 to R32,000, reflecting the high professional standards. Strategic financial planning should involve a focus on offshore investment diversification and professional tax planning to optimize long-term wealth growth.
Interested and Qualified candidates should Click here to Apply Now
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