Wealth Assistant
PPS • johannesburg, johannesburg • Posted July 12, 2026
Position Overview
Job Description
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free work based on defined regulations and standards are key measures of job performance success. The successful incumbent will be responsible for administration, client relationship management and investment analysis and proposals.
Requirements
Qualifications
Grade 12.
A 3-year tertiary qualification advantageous.
Experience
At least 2 years’ experience in the financial services or Life Assurance industry in an administrator role.
Administration and capturing experience.
Excellent data entry/keyboard skills.
Knowledge of PPS administration and relevant product knowledge would be advantageous.
Knowled...
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free work based on defined regulations and standards are key measures of job performance success. The successful incumbent will be responsible for administration, client relationship management and investment analysis and proposals.
Requirements
Qualifications
Grade 12.
A 3-year tertiary qualification advantageous.
Experience
At least 2 years’ experience in the financial services or Life Assurance industry in an administrator role.
Administration and capturing experience.
Excellent data entry/keyboard skills.
Knowledge of PPS administration and relevant product knowledge would be advantageous.
Knowled...