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Junior Acquisition and Onboarding Specialist Wealth

PSG Konsult LtdZA

3 days ago

Job description

Job title : Junior Acquisition and Onboarding Specialist Wealth

Job Location : Western Cape,

Deadline : October 25, 2025

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Responsibilities :

Support the identification and research of potential financial advisers for acquisition.

Assist in preparing and coordinating documents required for the adviser appointment and approval process.

Liaise with internal teams and stakeholders to ensure acquisition and onboarding processes are followed and timelines met.

Provide administrative support on strategic initiatives relating to adviser acquisitions under the guidance of senior team members or regional managers.

Help compile and maintain materials related to the adviser value proposition.

Track acquisition progress and assist with related reporting and follow-ups.

Own and coordinate the end-to-end onboarding process for newly appointed advisers with Regional Managers.

Collaborate with internal departments (HR, Compliance, IT, etc.) to ensure operational readiness and seamless integration.

Conduct onboarding sessions to introduce advisers to PSG’s tools, systems, culture, and compliance requirements.

Monitor onboarding effectiveness and continuously improve the experience based on feedback and performance insights.

Provide first-line support to advisers in their initial months to ensure business continuity and advisor engagement.

Track early-stage adviser performance and proactively resolve onboarding-related issues or delays.

Minimum requirements :

Completed business qualification such as BCom, CA or CFP

Experience in the analysis of financial information and / or valuation processes within the financial services industry

Proficient in both spoken and written English and at least one other of the official South African languages

Computer literacy (MS Office including Advanced Excel)

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Onboarding Specialist • ZA

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