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