Senior Wealth Adviser Assistant Job at PSG Konsult Ltd

Job description:

• The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business inquiries).
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between the wealth adviser and clients.
• Prepare investment review appointments
• Create workflows
• Maintain CRM system
• Diary management for new and existing business cases
• 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:

• NQF 5 qualification
• RE 5
• 3 years wealth administration experience in the Financial Services industry
• Strong administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Closing date:  22-Jan-2026