Wealth Administrator | Pretoria, Gauteng | Permanent

Designation: Wealth Administrator | Pretoria, Gauteng | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 24 Aug 2026

Reference Number: POS40947

Closing date: 07-Sept-2026

Position Type: Permanent

Location: Pretoria Boardwalk

Overview:

**VACANCY |**WEALTH ADMINISTRATOR | 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:

The 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.

Responsibilities:

• Process 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 requirements:

• Grade 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

Competencies:

• Strong 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

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 07 September 2026. 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 2 weeks of your application, please accept that your application was unsuccessful.