Paraplanner | Wealth Advisor Assistant | East Rand

 

Recruiter:

The Recruitment Council

Job Ref:

Paraplanner | Wealth..

Date posted:

Thursday, March 10, 2022

Location:

east rand, Gauteng, South Africa

Salary:

Monthly Salary


SUMMARY:
Paraplanner | Wealth Advisor Assistant | East Rand

JOB DESCRIPTION:

The successful candidate will be responsible for assistance to the Wealth Adviser which include office
management and administration, interacting with clients by managing relationships, providing client services, new
business implementation as well as marketing plan implementation.

 

Responsibilities:
• Gather policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies


Minimum requirements:
• Grade 12 / NQF4 qualification
• Completed RE5
• Relevant work experience within the financial services industry, focussing on wealth
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)


Competencies required

• Customer Service

• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

 

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



 

 

 

Similar jobs you might be interested in:

Paraplanner
Location: Johannesburg
Salary:
Our client is seeking a Senior paraplanner to join their team. They are a asset and wealth management company. Based in Johannesburg. Bachelors Degree in Finance or related needed. Minimum 4+ yrs experience in Financial Services.
15 days ago


Senior Paraplanner | Bryanston
Location: Bryanston, Gauteng
Salary: Annual Salary
Senior paraplanner | Bryanston
47 days ago


Paraplanner | Bryanston
Location: Bryanston, Gauteng
Salary: market related
paraplanner | Bryanston
47 days ago


Paraplanner
Location: Pretoria
Salary: Market-related
paraplanner
81 days ago


Paraplanner / Junior Investment Analyst | Sandton
Location: Johannesburg
Salary: Market Related
paraplanner / Junior Investment Analyst | Sandton
82 days ago


FINANCIAL PLANNER
Location: Pretoria
Salary: Market related
Helping clients navigate complex financial landscapes and make informed financial decisions.
1 day ago


COMMISSION AND DATA REPORTING OFFICER
Location: Pretoria
Salary: Market related
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies
3 days ago


Broker Assistant
Location: Johannesburg
Salary: R15 000 per month
Broker assistant
10 days ago


Broker Administrator
Location: Johannesburg
Salary: R15 000 per month
Broker Administrator
10 days ago


Broker Assistant - Investments/Wealth Management
Location: Johannesburg
Salary: R15 000 per month
Broker assistant - Investments/wealth Management
10 days ago


Create a free job alert for Paraplanner | Wealth Advisor Assistant | East Rand in east rand, Gauteng

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions