Wealth Adviser Assistant (Employee Benefits) | Lynnwood, Pretoria, Gauteng | Permanent
About the role
Designation: Wealth Adviser Assistant (Employee Benefits) | Lynnwood, Pretoria, Gauteng | Permanent
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: 25 Sep 2025
Reference Number: POS01777
Closing date: 06-Oct-2025
Position Type: Permanent
Location: Tyger Waterfront Bonitas Office Park
Overview VACANCY | WEALTH ADVISER ASSISTANT (EMPLOYEE BENEFITS) | LYNWOOD, PRETORIA, GAUTENG | PERMANENT PSGs 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 a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning, including employee benefits and long-term life clients.
Responsibilities
- Financial Planning support
- 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.
- Prepare agenda packs for Advisory Body meetings for employee benefits clients.
- 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 report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practice’s 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 for annual review appointments
- Maintaining CRM systems
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- Regulatory Exam for Representatives passed (RE5)
- At least 2 - 5 year’s relevant work experience within the financial industry in Employee Benefits and long-term insurance industries is essential (Knowledge of PPS products will be an advantage)
- Proficient in both spoken and written English, and at least one other of the official South African languages
Competencies:
- Strong administration, organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and ability to handle admin pressure
- Ability to operate independently
- Resilience
- Computer literacy (MS Office)
How to apply: Candidates interested must apply here by no later than 06 October 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk .
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers
About PSG Wealth Menlyn
At PSG Wealth Menlyn, our clients are the heartbeat of our business. We take great care to get a deep understanding of each client’s life story, their goals and wealth choices to build a lifelong, trusting relationship. Through meticulous planning, objective implementation and regular reviews, we ensure that our clients’ present and future lifestyles are sustainable. We specialize in the private client market and offer the full range of financial products and services our clients require:
- Your wealth needs: Retirement and investment planning
- Your business needs: Investing your business capital, employee benefits
- Your legacy needs: Estate Planning, Wills, local and international trust services
Wealth Adviser Assistant (Employee Benefits) | Lynnwood, Pretoria, Gauteng | Permanent
About the role
Designation: Wealth Adviser Assistant (Employee Benefits) | Lynnwood, Pretoria, Gauteng | Permanent
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: 25 Sep 2025
Reference Number: POS01777
Closing date: 06-Oct-2025
Position Type: Permanent
Location: Tyger Waterfront Bonitas Office Park
Overview VACANCY | WEALTH ADVISER ASSISTANT (EMPLOYEE BENEFITS) | LYNWOOD, PRETORIA, GAUTENG | PERMANENT PSGs 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 a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning, including employee benefits and long-term life clients.
Responsibilities
- Financial Planning support
- 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.
- Prepare agenda packs for Advisory Body meetings for employee benefits clients.
- 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 report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practice’s 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 for annual review appointments
- Maintaining CRM systems
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- Regulatory Exam for Representatives passed (RE5)
- At least 2 - 5 year’s relevant work experience within the financial industry in Employee Benefits and long-term insurance industries is essential (Knowledge of PPS products will be an advantage)
- Proficient in both spoken and written English, and at least one other of the official South African languages
Competencies:
- Strong administration, organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and ability to handle admin pressure
- Ability to operate independently
- Resilience
- Computer literacy (MS Office)
How to apply: Candidates interested must apply here by no later than 06 October 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk .
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers
About PSG Wealth Menlyn
At PSG Wealth Menlyn, our clients are the heartbeat of our business. We take great care to get a deep understanding of each client’s life story, their goals and wealth choices to build a lifelong, trusting relationship. Through meticulous planning, objective implementation and regular reviews, we ensure that our clients’ present and future lifestyles are sustainable. We specialize in the private client market and offer the full range of financial products and services our clients require:
- Your wealth needs: Retirement and investment planning
- Your business needs: Investing your business capital, employee benefits
- Your legacy needs: Estate Planning, Wills, local and international trust services