Wealth Adviser Assistant (ADP) | Stellenbosch, Western Cape Jobs

Wealth Adviser Assistant (ADP) | Stellenbosch, Western Cape

About the Company:
PSG is a leading independent financial services group with a national footprint and Namibian operations since 1998. We provide value-driven financial solutions including wealth management, insurance, and asset management across 250+ South African offices and two locations in Windhoek.

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Position Overview:

Full Time | Entry-Level (0-2 years experience) | Bachelor’s Degree Required

Key Responsibilities:

• Process client financial data and policy documentation
• Prepare investment reviews, proposals, and portfolio reports
• Manage CRM systems and client communication schedules
• Handle policy applications, renewals, and compliance checks
• Resolve client inquiries and maintain service level agreements
• Support Wealth Advisers with diary management and appointments
• Monitor transactions and maintain detailed financial records

Requirements:

• BCom degree (Specialization in Information Systems, Economics, or Investment Planning preferred)
• Basic understanding of financial services operations
• Strong administrative skills with attention to detail
• Proficiency in data management systems

Application Process:

Qualified candidates are invited to submit applications through the PSG career portal. Only shortlisted applicants will be contacted.

PSG is an equal opportunity employer committed to workforce diversity.