Wealth Administrator

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Designation: Wealth Administrator | Somerset West, Western Cape | PermanentCategory:Administration and Operations

Job Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial Services

Posted on:18 Sep 2025Reference Number:POS05301

Closing date:08-Dec-2025Position Type: Permanent

Location:Somerset West St James StreetOverview:

VACANCY | WEALTH ADMINISTARTOR | SOMERSET WEST, WESTERN CAPE | 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:

The Wealth Administrator is primarily responsible for managing the admin to assist the Wealth Adviser. 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.

Responsibilities:

  • General administrative duties
  • Provide comprehensive administrative support to a Wealth and Risk Advisor
  • Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
  • Prepare client files
  • Process client queries and instructions
  • Able to navigate and assist clients on CRM systems (Such as MyPractice)
  • Process and submit new business applications for life insurance, investments, retirement, and savings products
  • Liaise with product providers, underwriters, and clients to follow up and track applications
  • Prepare client review packs, portfolio/investment summaries, and compliance documents
  • Maintain accurate client records, FICA documents, and ensure regulatory compliance
  • Manage daily workflows, CRM updates, and client communications
  • Compile quotes from major insurers

Minimum requirements:

  • Grade 12 qualification
  • RE 5 or Wealth related qualification (Advantageous)   
  • 3 – 5 years wealth administrative experience within the financial services industry
  • Computer literacy (MS Office)

Competencies required:

  • Ability to work independently
  • Eager to learn
  • Efficient and accurate
  • Hard-working
  • Initiative
  • Organising and planning
  • Perform well under pressure
  • Client service orientation
  • Attention to detail

How to apply:

Candidates interested must apply here by no later than 8 December 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

Apply Here

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