Wealth Fiduciary Adviser Assistant (ADP) | Paarl

PSG Konsult Ltd · Paarl, Western Cape

Stop applying one at a time.

JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.

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.

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.

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.

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

Closing date: 25-Aug-2026