SENIOR WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

H4926 EW ASSIS

Date posted:

Tuesday, July 7, 2026

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.

POSITION INFO:

A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team.

Your:

Formal Education:
- Matric
- National Diploma in Wealth Management/Financial Planning, or related.
Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)

will enable you to:

Processing new business for new and existing clients:

Ensure all documentation and information is prepared in accordance to company policies
Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
Handling of retirement claims, mainly focusing on Public sector funds.
Section 14 & Section 37 transfers
Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
Facilitate the Transfer from Living Annuity to Life Annuity process

Servicing of existing clients:

Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor
Make payments on behalf of clients through the Investec corporate saver account
Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor

General Administration:

Ensure that client documentation is in compliance with FICA & FAIS legislation
Recording of client interaction and updating of client records upon completion of interaction
Maintain client record and database according to company policies
Attend to Death Claim processes and documentation
Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
Assistance with Wealth Special Projects on ad-hoc basis
Actively building relationships with clients via telephone, in person and via email.
Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

Similar jobs you might be interested in:

Senior Wealth Assistant
Location: Cape Town
Salary:
If you’re a client-focused wealth Administration professional who thrives on delivering exceptional support, managing complex financial processes, and ensuring every detail is handled with precision, this senior wealth assistant opportunity could be your next career move. Join a respected financial services environment where professionalism, service excellence, and building trusted client re...
Today

SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Provide the required and relevant professional assistance to the wealth Manager or Advisor.
Today

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
1 day ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
1 day ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago

SENIOR WEALTH ASSISTANT

Similar jobs you might be interested in:

Jobseekers

Recruiter

General