Wealth Fiduciary Adviser Assistant (ADP) | Paarl, Western Cape | Permanent

Designation: Wealth Fiduciary Adviser Assistant (ADP) | 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: 12 Aug 2026

Reference Number: POS41100

Closing date: 25-Aug-2026

Position Type: Permanent

Location: Paarl Cecilia Square Stockbroking

Overview:

**VACANCY |**WEALTH FIDUCIARY ADVISER ASSISTANT (ADP) | PAARL, WESTERN CAPE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Calling All Finance and LLB Graduates!

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.

Over 18 months, you’ll receive world class training and development, guided by seasoned and established fiduciary advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in fiduciary services—make it happen with PSG Financial Services.

Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established fiduciary advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

The successful candidate will be responsible for supporting the Fiduciary Advisor and other staff members, as appointed by the Fiduciary Advisor in the administration of deceased estates. Interacting with clients by managing relationships and providing client service.

Responsibilities:

• Gather deceased client information via telephone and/or emails from family members.
• Consultations with the family members of the deceased to gather information.
• Compile a summary of information.
• Preparation of information to be submitted to the Master of the High court.
• Travelling to the Master of the High Court and/or Magistrate courts.
• Handle and solve enquiries at the Master’s Office.
• Preparing monthly update reports for clients.
• Data capturing on Legal Ease.
• Bank Reconciliation of deceased estates.
• Research product information.
• Handle and solve general client enquiries.
• Maintain office filing system of deceased estate files (hard copies) and on the internal office server.
• Telephone calls to clients and or other institutions.

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)/ LLB
• 0-2 Years experience in the fiduciary services industry within Trust/Estate Services
• Strong technical, administrative, legal and accounting skills
• Proficient in both spoken and written English and at least one of the official South African languages

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 25 August 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.