ClosedFull-time

Wealth Adviser Assistant | Ballito, KwaZulu-Natal | Permanent

PSG Konsult

Ballito, KwaZulu-Natal

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Job description

Designation: Wealth Adviser Assistant | Ballito, KwaZulu-Natal | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 08 Sep 2026

Reference Number: POS39603

Closing date: 21-Sept-2026

Position Type: Permanent

Location: Ballito Simbithi Office Park

Overview:

VACANCY |WEALTH ADVISER ASSISTANT| BALLITO, KWAZULU-NATAL**| 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 Adviser Assistant 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:

Interact, manage and provide effective client service
Implementing new business
Prepare risk and investment quotes
Research product information
Interact, manage and provide effective client service
Implement new business
Prepare client files
Process client queries and instructions
Maintain the CRM system

Minimum requirements:

Matric / Grade 12
NQF5 Wealth Management/Industry related qualification (Advantageous)
1- 2 years relevant work experience within the financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literate (MS Outlook, Excel, Word, CRMs)

Competencies required:

Client centric
Communication and interpersonal skills
Attention to detail
Problem solving
Analytical skills
Organising and planning
Ability to operate independently

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 21 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.

Found on Indeed · Posted 3 weeks ago · Last checked 2 weeks ago

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Good to know

What does this customer service job pay?

This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).

Do I need experience for customer service jobs in Ballito?

Many customer service roles in Ballito are open to candidates with little or no experience. Read the listing for its exact requirements.

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Found on Indeed · Posted 3 weeks ago