Category: Administration and Operations Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 26 May 2026 Reference Number: POS43251 Closing date: 12-Jun-2026 Position Type: Permanent Location: Rosebank Overview: VACANCY| WEALTH ADVISER ASSISTANT (ADP) | ROSEBANK, GAUTENG | PERMANENT PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply. Calling All FinanceGraduates! Ready to launchyour career in the financial world? Join our exclusive programme and secure apermanent position at PSG. Over 18 months,you’ll have a full-time role while receiving world class training anddevelopment, guided by seasoned and established financial advisers and RegionalManagers who are committed to your success. This is your golden opportunity tobuild a thriving career with unmatched support and endless growth potential. Don’t justdream about your future in finance—make it happen with PSG Financial Services. Apply now andunlock your potential What does the programmeoffer: An eighteen-month trainingand development plan to develop your knowledge and skills to become an adviserwhilst permanently employed On-the-job mentorship andtraining from established financial advisers Support, coaching and monitoringfrom HR, Regional Managers and Heads of Divisions. The successfulcandidate will be responsible for supporting the wealth advisers, managementand administration, interacting with clients by managing relationships andproviding client services. You will ensure new business implementation,marketing plan implementation and reception duties. Responsibilities: Gather Policy information Compile a summary ofinformation Preparing of ClientReviews Handle new application andquotations Fast efficient onboarding,preparation, follow up and completion of reviews, new business, servicingand compliance. Handle and solve clientenquiries (all existing business enquiries) Maintain CRM system Ensure clients’ myPracticeand OneDrive profiles are updated and accurate. Prepare and distributemonthly/quarterly statements Manage AdministrativeDocumentation (detailed records) Building relationshipswith clients ensuring easy servicing and reporting on non-advice queriesand to ensure client retention and satisfaction Maintain records of alltransactions using myPractice Notes. Turnaround times for transactions tobe within given timelines. Ensure that advisersmaintain high compliance, FAIS and review statistics and provide reportswhere necessary. Compliance records and FICA updates to be at standard. Attend regular product,platform and process training and participate in personal professionaldevelopment initiatives Comply with administrativestandards and procedures as implemented by the administration manager. Initiate open and constantcommunication with advisers to ensure effective workflows Completed BCom Degree(Preferably majoring in Finance, Business Finance, Investments, FinancialPlanning, Financial Sciences, Economics) 2 years experience in thefinancial services industry within an advisory firm Proficient in both spokenand written English and at least one other of the official South Africanlanguages Customer Service Problem solving Team player How to apply: Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 12 June 2026. Bysubmitting your application, you are giving PSG Financial Services implicitconsent to the storage and processing of your personal information. If you arenot contacted within 2 weeks of your application, please accept that yourapplication was unsuccessful. #J-18808-Ljbffr