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: 09 Feb 2026 Reference Number: POS40305 Closing date: 22-May-2026 Position Type: Permanent Location: East London Sansom Road Overview VACANCY| WEALTH ADVISER ASSISTANT | EAST LONDON, EASTERN CAPE | PERMANENT PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job Description This is an opportunity to join our East London office and a team which is growing rapidly. We require an experienced adviser to provide an efficient administrative support function to Advisers as well as be able to give advice to clients and support in that capacity as well as assisting to manage client relationships. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and supporting in financial planning and advice. Responsibilities Formulate effective financial plan documents and/or risk management documents, in line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Prepare statement of advice documentation as required. Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure the report is accurate and that investment strategy is meeting the customer’s objectives. Ensure the customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Review customer risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure the customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Ensure the accurate production of all customer portfolio review documentation and reports inline with the practices service model. Customer Service Team management Administration Client Relationship Management Gather Policy information Compile a summary of information Research product information Handling and solving of client enquiries Handling of new application and quotations Diary management Reporting of new business statistics Preparation of insurance review appointments Maintaining CRM systems Minimum Requirements BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics) Postgraduate Degree/Diploma is advantageous and aspiring towards achieving a CFP Regulatory Exam for Representatives passed (RE5) At least 3 - 5 year’s relevant work experience within the financial industry Proficient in both spoken and written English. More languages such as Afrikaans and Xhosa will be advantageous. CCM Book Management experience Client centric Communication and interpersonal skills Problem solving Analytical skills Organising and planning Ability to operate independently Resilience #J-18808-Ljbffr