wealth management assistant jobs in South Africa

Wealth Manager Assistant (JB5812)Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)R15 000 - 20 000 CTC per monthContractSupport an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly...

Wealth Manager Assistant (JB5812) Johannesburg West (Hybrid – work from home with 2 in-person meetings per week) R15 000 - 20 000 CTC per month Contract Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through. Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client...

Designation: Wealth Adviser Assistant (ADP) | Rosebank, Gauteng | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 19 Jan 2026 Reference Number: POS40254 Closing date: 02-Feb-2026 Position Type: Permanent Location: Rosebank Overview: VACANCY | WEALTH ADVISER ASSISTANT (ADP) |...

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation. Education and experience: - Matric - Administrative/secretarial experience is essential - 2-3 years'...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

Description Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary...

REQUIREMENTS - Grade 12, tertiary qualification will be an advantage - Own vehicle, transport and driver's license - Both English and Afrikaans speaking and writing skills required - Good written and verbal communication skills - Ability to work under pressure and meet deadlines - Methodical, detailed and organised work style - Professional corporate appearance - Able to multitask in a...

PURPOSE OF THE JOB:To provide comprehensive administrative support to financial planners specialising in long term insurance and employee benefits, ensuring efficient operations, client satisfaction, and risk mitigation within the insurance sector. DUTIES AND RESPONSIBILITIES OF THE JOB: - Provide client with Disclosure notices, Letter of Authority and client information forms as needed per...

Wealth Manager Assistant (JB5812) Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week) R CTC per month Contract Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through. Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

A wealth management company is looking for an experienced and proactive Senior Wealth Assistant who is fluent in English and Afrikaans to support Wealth Managers and Advisors. The successful candidate will assist with financial reviews, retirement and investment instructions, and ensure clients receive exceptional service. Responsibiltiies - Support Wealth Managers/Advisors with new and...

Designation: Wealth Adviser Assistant | Somerset West, Western Cape | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 19 Dec 2025 Reference Number: POS40220 Closing date: 05-Jan-2026 Position Type: Permanent Location: Somerset West Victoria Street Overview: VACANCY | WEALTH...

Designation: Wealth Adviser Assistant | Ballito / Umhlanga, KwaZulu-Natal | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 17 Dec 2025 Reference Number: POS39603 Closing date: 30-Dec-2025 Position Type: Permanent Location: Ballito Simbithi Office Park Overview: VACANCY |...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...

Designation: Wealth Adviser Assistant | Paarl, Western Cape | Permanent Category: Administration and Operations Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 11 Dec 2025 Reference Number: POS40221 Closing date: 05-Jan-2026 Position...

Designation: Senior Wealth Adviser Assistant | Bethlehem, Free State | Permanent Category: Administration and Operations Job Level: Semi-skilled and discretionary decision making Posted by: PSG Financial Services Posted on: 08 Jan 2026 Reference Number: POS40656 Closing date: 22-Jan-2026 Position Type: Permanent Location: Bethlehem President Boshoff Street Overview: VACANCY |...

Wealth Adviser Assistant (Paarl) Job description:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and...

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...