Wealth Adviser Assistant (ADP) Jobs

Calling All Finance Graduates!

Are you ready to start your career in finance? Join our exclusive program and gain a permanent position at PSG.

• Over 18 months, you will receive top-quality training and development from experienced financial advisers and regional managers dedicated to your growth.
• This is your chance to build a successful career with strong support and unlimited opportunities.
• Take the first step toward your future in finance with PSG.
• Apply now to unlock your potential.

What the Program Offers

• Permanent employment from day one.
• An 18-month training plan to build your skills and knowledge as a future adviser while working full-time.
• Hands-on mentorship from established financial advisers.
• Ongoing support, coaching, and guidance from HR, regional managers, and division heads.

Job Description

The successful candidate will support wealth advisers with management, administration, and client interactions. You will help build relationships and deliver excellent client service.

During the 18-month program, you will focus on implementing new business, executing marketing plans, and providing client support.

Key Responsibilities

• Gather policy information and compile summaries.
• Prepare client reviews and proposals using standard templates.
• Enter data into Excel spreadsheets.
• Research product details.
• Process new applications and generate quotes.
• Handle and resolve client inquiries for existing business.
• Manage diaries for new and existing cases, as well as for the wealth adviser.
• Schedule appointments between advisers and clients.
• Prepare materials for investment review meetings.
• Update and maintain the CRM system.
• Rebalance and monitor existing portfolios.
• Prepare and send monthly or quarterly statements.
• Organize administrative documents and keep detailed records.
• Build and maintain positive working relationships.
• Record transaction details accurately.
• Meet service level agreement deadlines.
• Manage policy renewals.
• Ensure compliance with FAIS regulations.
• Load new and existing business policies into systems.

Minimum Requirements

• A completed BCom degree, preferably in Finance, Investment Planning, Risk Management, Financial Planning, or Economics.
• 0-2 years of experience in financial services is beneficial but not required.
• Strong proficiency in Excel.
• Solid technical and administrative abilities.

Required Competencies

• Customer service orientation.
• Task-driven mindset.
• Effective verbal and written communication.
• Strong time management skills.
• Problem-solving abilities.
• Attention to detail.
• Team player attitude.