Wealth Adviser Assistant (ADP) | Worcester Western Cape

PSG Konsult Ltd is actively recruiting for a Wealth Adviser Assistant (ADP) | Worcester position in Western Cape. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

• Experience Level: 0 - 2 years • Educational Background: Bachelor or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Western Cape

Financial professionals like Wealth Adviser Assistant (ADP) | Worcester are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

This role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.

When applying for this Wealth Adviser Assistant (ADP) | Worcester position, ensure your CV highlights: • Relevant experience matching the 0 - 2 years requirement • Educational qualifications in line with Bachelor • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training

The 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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Calling All Finance Graduates!

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential. Don’t just dream about your future in finance—make it happen with PSG Financial Services.

Apply now and unlock your potential

Permanent employment An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed On-the-job mentorship and training from established financial advisers Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Gather Policy information Compile a summary of information Preparing of Client Reviews Preparing proposals and client reviews according to set template Data capturing Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange appointments between Wealth Adviser and Clients Prepare investment review appointments Maintain CRM system Rebalance and maintain existing portfolios Prepare and distribute monthly/quarterly statements Manage Administrative Documentation (detailed records) Build and maintain good working relationships Record details of transactions Maintain Service Level agreement deadlines Deal with Employee Benefit Service Related Queries. Manage policy renewals Ensure FAIS Compliance Load new/existing business policies

Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) 0-2 Years experience in the financial services industry

Customer Service Communication skills (verbal & written) Time Management skills Problem solving Attention to detail Team player

Closing date:    08-Sept-2026