Wealth Adviser Assistant | Worcester, Western Cape

SUMMARY:
Wealth Adviser Assistant | Worcester, Western Cape

POSITION INFO:

Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.  

Responsibilities:

• Gather policy information and compile summaries.
• Prepare proposals and client reviews using set templates.
• Handle data capturing and conduct product information research.
• Manage new applications, quotations, and existing client enquiries.
• Manage diaries, schedule appointments, and prepare investment review meetings.
• Maintain CRM systems and manage detailed administrative documentation.
• Rebalance and maintain existing portfolios.
• Prepare and distribute monthly and quarterly statements.
• Build strong working relationships and meet Service Level Agreement deadlines.
• Handle Employee Benefit service queries and manage policy renewals.
• Load new/existing business policies while ensuring full FAIS compliance.

 

Requirements:

• Completed BCom degree (preferably majoring in Information Systems, Analytics, Investment Planning/Risk Management, or Economics).
• 0–2 years of relevant experience within the financial services industry.
• Excellent verbal and written communication skills.
• Strong customer service orientation and problem-solving skills.
• Effective time management and high attention to detail.
• Ability to work effectively as a team player.

 

 

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