wealth management assistant jobs

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 Overview 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...

Wealth Manager Assistant (JB5812) 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 and...

Join a prestigious financial services firm as a Wealth Adviser Assistant and embark on a rewarding career. In this dynamic role, you will support experienced professionals in managing client relationships and ensuring smooth office operations. Your responsibilities will include client reviews, data capturing, and maintaining compliance, all while building strong working relationships. This is an...

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...

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 focus on...

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...

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...

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...

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'...

A recruitment agency is seeking a Wealth Manager Assistant for their Johannesburg West office. This hybrid role involves providing administrative support to a Wealth Manager, managing client onboarding, and ensuring compliance with necessary regulations. The ideal candidate will have a completed Grade 12 and RE5 certification, alongside several years of experience in administration and supporting...

Are you ready to embark on a rewarding career in the financial services industry? Our Client are seeking a motivated and detail-oriented Wealth Adviser Assistant to join Their prestigious, forward-thinking financial services firm. This is your chance to work with a team of experienced professionals and make a real impact on clients’ financial futures. The successful candidate will be responsible...

A well-respected client in the financial services industry is seeking a Financial Services Assistant specifically in the wealth field. The ideal candidate will assist a Wealth Manager with client servicing, administration, and compliance processes. A Matric and at least 2 years of relevant experience are required, along with strong organizational and client service skills. Proficiency in MS...

Job Title: Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning...

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 |...

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...

A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and...

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 |...

Wealth Manager Assistant – Honeydew, Johannesburg. 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 and efficiently. Johannesburg West (Hybrid – work from home with 2 in-person meetings per...

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...