📌 OPPORTUNITY OVERVIEWPSG Konsult Ltd is actively recruiting for a Wealth Administrator | Pretoria position in Gauteng. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
🎯 IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profile• Experience Level: 2 - 5 years • Educational Background: Others or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Gauteng
💼 WHY THIS ROLE MATTERSFinancial professionals like Wealth Administrator | Pretoria are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
📈 CAREER DEVELOPMENT INSIGHTSThis role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
📋 APPLICATION GUIDANCEWhen applying for this Wealth Administrator | Pretoria position, ensure your CV highlights: • Relevant experience matching the 2 - 5 years requirement • Educational qualifications in line with Others • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training
🌍 SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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Job descriptionThe Wealth Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
ResponsibilitiesProcess client queries and instructions Gather Policy information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Prepare investment review appointments Maintain CRM system Rebalance and maintain existing portfolios Prepare and distribute monthly/quarterly statements Office Management and Administration New business implementation Reception duties Ensure FAIS Compliance Load new/existing business applications Employee benefit administration Diary management – new and existing business cases Diary management for Wealth Adviser Arranging appointments between Wealth Adviser and Clients Commission allocation and front office account duties Data Capturing of client information – Preparing documents and implementing Life/investment etc. proposals
Minimum requirementsGrade 12 Relevant Financial Industry qualification (Advantage) Minimum 2- 5 Years experience in wealth management administration Computer literacy (MS Office) – Highly competent in Excel Proficient in both spoken and written English as well as one other official South African Language
CompetenciesStrong technical, organisation, planning and administrative skills Able to handle admin pressure Excel Spreadsheet and basic accounts Communication skills (verbal & written) Problem solving Attention to detail Client Centricity Good time management
Closing date: 07-Sept-2026
How To Apply
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
