Calling All Finance and LLB 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 fiduciary 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 fiduciary services—make it happen with PSG Financial Services. Apply now and unlock your potential


What does the programme offer

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 fiduciary advisers Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.


Job description

The successful candidate will be responsible for supporting the Fiduciary Advisor and other staff members, as appointed by the Fiduciary Advisor in the administration of deceased estates.  Interacting with clients by managing relationships and providing client service.


Responsibilities

Gather deceased client information via telephone and/or emails from family members. Consultations with the family members of the deceased to gather information. Compile a summary of information. Preparation of information to be submitted to the Master of the High court. Travelling to the Master of the High Court and/or Magistrate courts. Handle and solve enquiries at the Master’s Office. Preparing monthly update reports for clients. Data capturing on Legal Ease. Bank Reconciliation of deceased estates. Research product information. Handle and solve general client enquiries. Maintain office filing system of deceased estate files (hard copies) and on the internal office server. Telephone calls to clients and or other institutions.


Minimum requirements

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)/ LLB 0-2 Years experience in the fiduciary services industry within Trust/Estate Services Strong technical, administrative, legal and accounting skills Proficient in both spoken and written English and at least one of the official South African languages                    


Competencies required

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

Closing date: 25-Aug-2026

How To Apply
  • Make sure you are logged in and your email is verified(Register if you dont have an account).
  • Click the Apply Now button above.
  • Your default email application or application link will open.
  • Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
  • Use a professional subject line such as Application for "Indicate Positions"
  • Send your application before the closing date.

Note: Only shortlisted candidates are contacted.

Would you like WhatsApp and Email notifications on more Wealth Fiduciary Adviser Assistant (ADP) | Paarl Western Cape job offers? Subscribe to our Premium Job Alert for customised job alerts, access to our Database Subscription WhatsApp Group and profile recommendation to hiring employers.
SUBSCRIBE TO PREMIUM ALERT

Salary

0 - 0 ZAR

Monthly based

Location

Western Cape

Job Overview
Job Posted:
1 month ago
Job Expire:
1 week from now
Job Type
Intern
Job Role
Entry level role
Education
Bachelors/Higher National Certificate
Total Vacancies
Variable
Category
Finance / Accounting / Audit

Share This Job:

Location

Western Cape

Advance your career with Jobia Soft Skills & Certificates

Create account, take courses and earn verifiable certificates. Download and add certifications to your profile for better chance of getting hired.

Subscribe To Premium Alert To Get Hired Faster!

Get seen by employers With premium alert subscription, your profile is recommended to employers hiring matching criteria you indicate.
Access the best jobs for you Sign up for customised job alerts matching your experience, preferred industry, function and location.