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Wealth Administrator | Somerset West

PSG Konsult LtdZA

4 days ago

Job description

Job title : Wealth Administrator | Somerset West

Job Location : Western Cape,

Deadline : October 25, 2025

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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)

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