SENIOR WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

H4926D EW ASSIS

Date posted:

Friday, August 28, 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.

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

Similar jobs you might be interested in:

Senior Wealth Manager
Location: Capetown
Salary: Market Related
senior wealth Manager
79 days ago

Senior Wealth Manager | Western Cape
Location: Capetown
Salary: Market Related
senior wealth Manager | Western Cape
80 days ago

Senior Admin Support
Location: Capetown
Salary: Market-related
A general financial practice specialising in investments and trust administration is seeking a senior Administrative Support professional to join their office team in Eversdal.
16 days ago

Client Services & Office Administrator | Cape Town
Location: Capetown
Salary: Annual Salary
Client Services & Office Administrator | Cape Town
1 day ago

Investment Client Services & Office Administrator | Cape Town
Location: Capetown
Salary: Market Related
Investment Client Services & Office Administrator | Cape Town
1 day ago

Client Services & Office Administrator
Location: Capetown
Salary: Market related
Client Services & Office Administrator
2 days ago

Finance Operations Associate
Location: Cape Town
Salary: 600 000 Annually
Are you a newly qualified CA(SA) looking to make your mark in a high-growth investment environment? Our client, a dynamic and rapidly expanding investment group, is seeking an ambitious finance professional with strong commercial exposure to join their team.This is an exceptional opportunity to work alongside experienced investment and finance leaders, gaining exposure to a diverse portfolio of in...
10 days ago

Wealth Assistant
Location: Cape Town
Salary:
A well-established and respected financial services organisation is seeking an experienced wealth assistant to join its growing team.
14 days ago

Regional Manager – Financial Advisory & Wealth | Cape Town
Location: Capetown
Salary: Market Related
Regional Manager – Financial Advisory & wealth | Cape Town
25 days ago

Senior Administrator
Location: Cape Town
Salary: Market related
Our client is a global independent provider of corporate, private client, retirement planning, insurance and tax services, managing over 20,000 client structures and administering assets in excess of US$20 billion across 23 offices worldwide. Our client needs a senior Administrator based in South Africa to support the wealth advisory function ba...
37 days ago

SENIOR WEALTH ASSISTANT

Similar jobs you might be interested in:

Jobseekers

Recruiter

General