Financial Advisor Assistant

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