About the position
Wealth Assistant Step into the world of wealth management, support planners, drive client success, and grow your career. Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
Menlyn, Pretoria
Market-related
You're detail-oriented, deadline-driven and thrive in a structured, professional environment. With excellent communication skills, you enjoy being the reliable go-to person who ensures nothing falls through the cracks. You balance client service with accuracy, and pride yourself on being proactive, organised, and an effective team player.
In this role, you'll provide critical administrative support to Wealth Planners, ensuring seamless client service delivery. Your responsibilities will span calendar management, meeting deadlines, and managing client queries, while maintaining accurate documentation and compliance. You'll handle the full spectrum of investment product administration, from retirement annuities and living annuities to discretionary investments and tax-free savings. You'll also take ownership of new business processes, including preparing application forms, obtaining supporting documents, and following up on submissions. Alongside this, you'll keep client information current, manage CRM updates, and help facilitate smooth client meetings.
You'll join a respected financial services provider specialising in wealth planning and investment solutions. With a strong presence in the South African market, the firm is known for its client-centred approach and high standards of professionalism. Their culture values precision, trust, and collaboration, making it an excellent environment for professionals who want to grow within wealth management while contributing to the success of both clients and colleagues. You'll be fully office based in amazing offices in Menlyn, Pretoria so living close by is ideal.
You'll need Matric as a minimum, with at least 3 years' experience in investment administration. A solid grasp of investment products and compliance processes is key, along with strong organisational abilities and attention to detail. Above all, your ability to communicate effectively in Afrikaans and work to deadlines will set you apart.
In return, you'll enjoy a market-related salary and the opportunity to grow within a progressive organisation that values professional development. You'll gain exposure to a wide range of investment products while working alongside seasoned Wealth Planners in a supportive and collaborative team environment.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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Desired Skills:
- investment admin
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
