Financial Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Monday, December 19, 2022

Location:

stellenbosch, 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.

Similar jobs you might be interested in:

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
1 day ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
1 day ago

Financial Advisor -WC
Location: Cape Town
Salary:
Our client is looking for financial advisors to join their team in Western Cape.
32 days ago

Financial Advisor
Location: Cape Town
Salary:
61 days ago

Financial Advisor - Long-Term Insurance/investments /short term insurance /holistic financial planning
Location: Cape Town
Salary:
70 days ago

Compliance Officer
Location: Capetown
Salary: Market Related
Be the Compliance Officer Who Drives Integrity & Trust in the financial Services Sector
Today

Audit Manager
Location: Cape Town
Salary: 420 000 Annually
We’re Hiring: Audit Manager | Join a Growing FirmAre you a detail-driven audit professional with a passion for leading teams and delivering excellence? We’re looking for a qualified Audit Manager to join a growing firm. This is a fantastic opportunity to take the lead on a diverse client portfolio (local and international), work alongside supportive leadership, and play a key role in d...
1 day ago

Financial Analyst
Location: Cape Town
Salary: 480 000 Annually
Our client, a high-growth venture, is seeking a commercially astute financial Analyst to support its expanding FP&A function. The role involves end-to-end financial planning, budgeting, forecasting, and performance reporting, with a strong emphasis on strategic business partnering. Proven experience in ROI analysis and delivering data-driven financial insights to support key decision-making is...
1 day ago

Accountant
Location: Cape Town
Salary: 40 000 Monthly
Accountant | Virtual FM | International GroupForeshore (CBD), Cape Town | Office-Based with Flexible HoursMy client is looking for a proactive Accountant to join their growing international group, comprising over 70 diverse and dynamic businesses worldwide. In this unique role, you will serve as a virtual financial Manager for two or more of these global entities, delivering end-to-end accounting ...
2 days ago

PORTFOLIO ADMINISTRATOR
Location: Bellville
Salary: Market related
Manage client information and communication. Implement model portfolio changes and monitor portfolio
2 days ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in stellenbosch, Western Cape

Jobseekers

Recruiter

General