Adviser Assistant – Lichtenburg, North West – Permanent | PSG Konsult Ltd
Job Location : North West,
Deadline : February 28, 2026
About the Role
The Adviser Assistant in Lichtenburg manages high-RPM financial data and ensures 100% compliance within a regional wealth management practice. Utilizing Salesforce for client lifecycle management and Oracle for financial reporting, the assistant reduces operational risk by maintaining the integrity of client documentation. Their role is pivotal for leveraging data to enhance the advisory experience and ensuring the regulatory accuracy of the North West regional financial ecosystem.
Job description:
- The Adviser Assistant is primarily responsible for performing after sales service offering to customers, 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.
Responsibilities:
- General admin work and adviser’s direct assistant.
- Manage General Administration
- Offer assistance to the Adviser General administrative duties
- Prepare client files
- Process client queries and instructions
- Administer all products
- Able to navigate and assist clients on CRM systems
Minimum requirements:
- Grade 12 qualification
- RE 5 (must be willing to obtain – advantageous)
- Certificate in Short-Term Insurance (150 Credits) – (must be willing to obtain – advantageous)
- 3-5 years relevant work experience within the short-term insurance industry
- Proficient in both spoken and written English and at least one other of the official South African languages’
- Computer literacy (MS Outlook, Excel, and Word)
Competencies required:
- Efficient and accurate
- Teamwork
- Great multi-tasker
- Organising and planning
- Perform well under pressure
- Client service orientation
- Person with integrity
- Good communication skills
- Trustworthy
- Attention to detail
Deadline:5th January,2026
Career Growth & Education
A Grade 12 certificate and previous experience in financial services are required, with career growth accelerated by pursuing a Diploma in Wealth Management and completing the RE5 examination. Assistants can advance to Financial Advisor or Para-planner roles by mastering digital risk assessment and pursuing specialized bootcamps in financial planning. Participating in professional development workshops provides a pathway to senior roles in global finance firms.
Salary & Financial Insight
Monthly salaries range from R12,500 to R22,500, reflecting the regional demand for specialized financial support. Strategic financial planning should involve a focus on building a robust investment portfolio that includes exchange-traded funds and tax-efficient savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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