Financial Advisor Assistant

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Monday, December 19, 2022

Location:

woodstock, Western Cape, South Africa

Salary:

R25 000


SUMMARY:
Financial Advisor Assistant

JOB DESCRIPTION:

Responsibilities:

  • Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required.
  • Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
  • Work closely with Wealth Manager
  • Provide ongoing feedback to clients.
  • Prepare and implement investment proposals.
  • Process new business applications (capturing and quality checking).
  • Follow up on applications and instructions
  • Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
  • Ensure all electronic documents are loaded on the internal system.
  • Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
  • Prepare cash flow analysis and retirement planning calculations.
  • Deal with script transfers, personal share portfolios and load fees on IRESS system
  • We welcome innovative and creative thinking.

Compliance to Internal Processes:

  • Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
  • Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Minimum requirements:

  • Post graduate diploma in Financial Planning or BCom qualification
  • 3 years relevant work experience in Financial Services industry
  • RE5 qualification will be a requirement
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)

Competencies required:

  • Analytical skills
  • Planning and Organising skills
  • Prioritization
  • Problem-solving skills
  • Time management / Deadline driven

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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