Wealth Adviser Assistant: PSG Financial Services x1
- Reference Number: POS40359
- Company: PSG Financial Services
- Location: Preller Walk Centre, Genl Hertzog Drive, Bloemfontein
- Employment Type: Permanent
- Job Level: Skilled technical / junior management / supervisory level
- Category: Administration and Operations
- Posted: 09 February 2026
- Closing Date: 22 February 2026
Job Overview
The PSG Financial Services is seeking a Wealth Adviser Assistant to provide high-quality after-sales service, ensuring customer satisfaction, retention, and referral.
The role combines client relationship management, office administration, and financial services support to ensure compliance with company policies and financial regulations.
Main Purpose of the Role
To assist Wealth Advisers in managing client relationships, processing new and existing business, maintaining accurate records, and supporting investment review and financial planning processes, while ensuring compliance with FICA and FAIS regulations.
Key Responsibilities
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Administration of new business and client policies.
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Gather and summarise client policy information.
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Handle new applications, quotations, and client enquiries for existing business.
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Schedule and prepare investment review appointments.
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Maintain CRM system (myPractice Notes module).
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Prepare and distribute monthly/quarterly statements and Personal Financial Reports.
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Build and maintain positive client and internal relationships.
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Ensure Service Level Agreement (SLA) deadlines are met.
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Ensure compliance with FICA & FAIS regulations.
Minimum Requirements
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Matric certificate.
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Relevant financial degree (advantageous).
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1–3 years’ administration experience within the financial services industry.
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Computer literacy (MS Outlook, Excel, Word).
Competencies & Skills
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Strong telephone etiquette and client engagement skills.
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Time management, organisation, and planning abilities.
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Attention to detail and problem-solving skills.
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Energetic, team-oriented, and client-focused.
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Presentable with professional demeanour.
Company & Employment Equity
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PSG Financial Services is committed to diversity, inclusion, and employment equity.
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Preference given to applicants from designated groups; persons with disabilities are encouraged to apply.
How to Apply
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Apply online via PSG Careers: http://bit.ly/3bD2iAk
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Closing Date: 22 February 2026
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By applying, candidates consent to the storage and processing of personal information.
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If not contacted within 4 weeks, the application is considered unsuccessful.