Senior Wealth Administrator x1
Job Details
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Job Title: Senior Wealth Administrator
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Company: PSG Financial Services
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Location: Bloemfontein (Preller Walk Centre, Genl Hertzog Drive)
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Reference Number: POS40314
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Position Type: Permanent
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Category: Administration and Operations
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Job Level: Semi-skilled with discretionary decision-making
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Posted On: 19 February 2026
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Closing Date: 20 March 2026
Overview
PSG Financial Services is offering an exciting opportunity for a Senior Wealth Administrator at its Bloemfontein office.
The role focuses on managing client investment portfolios, supporting wealth managers, and ensuring efficient administration of office processes while maintaining strong client relationships.
Job Description
The Senior Wealth Administrator is responsible for administering wealth clients’ portfolios, supporting internal processes, and assisting the wealth manager.
This role requires proactive client engagement, accurate reporting, compliance monitoring, and efficient handling of investment-related transactions.
Key Responsibilities
Client & Portfolio Management
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Manage and administer client accounts proactively
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Maintain direct relationships with clients regarding their investments
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Provide reporting and ongoing client servicing
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Handle new investments and business processing efficiently
Operations & Compliance
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Ensure advisors maintain high compliance standards
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Report any compliance gaps
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Conduct and document client reviews according to SLAs
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Perform electronic (e-) reviews for selected clients
Administration & Systems
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Update client data on MyPractice system
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Ensure accuracy of life products before reviews
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Generate accurate PFR reports for clients
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Manage onboarding process for new clients
Team & Coordination
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Support and manage junior staff members
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Coordinate and plan client functions
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Execute client instructions post-appointments (new business & changes)
Minimum Requirements
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Matric certificate
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5+ years’ experience in the Financial Services industry
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Computer literacy (MS Office)
Advantageous:
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Relevant Financial Services Diploma or Degree
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RE5 Certificate
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NQF 5 Certificate in Wealth Management
Key Competencies
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Self-driven with a focus on efficiency
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Strong confidence in abilities
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Proactive and results-driven mindset
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Willingness to work overtime when required
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Strong communication skills (written & verbal)
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Excellent administrative and system skills
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Good interpersonal skills
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Strong planning and organising ability
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Effective time management
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Resilience and stress tolerance
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Team player
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Client service orientation