Wealth Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Wealth Advisor Assis..

Date posted:

Sunday, March 27, 2022

Location:

Pretoria East, South Africa

Salary:

250000

SUMMARY:
Wealth Advisor Assistant

JOB DESCRIPTION:

Join this independent Brokerage as a Wealth Advisor Assistant

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation & 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:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial
Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• Completed RE5
• 2 years relevant work experience within the financial services industry
• 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:

Wealth Advisor
Location: Capetown
Salary: Market-related
wealth advisor
11 days ago

General Manager
Location: Port Elizabeth
Salary:
6 days ago

Financial Planner
Location: Hermanus, Western Cape
Salary: Market Related
Financial Planner
7 days ago

SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the advisor in administration of clients financial review's and investments.
11 days ago

Paraplanning Assistant
Location: Johannesburg
Salary: Monthly
Leading "wealth management" organisation is looking for a Paraplanning assistant to join their team in Randburg, Johannesburg North.
27 days ago

Paraplanner
Location: Cape Town
Salary:
41 days ago

Financial Advisor Assistant, Irene, Centurion
Location: Centurion
Salary:
Our client in the financial industry, based in the Centurion, Irene, is looking for a Financial advisor assistant. The assistant is an extremely important resource in end-to-end support of the advisors and a good knowledge of financial planning administration (linked investments etc.) is critical to the role. You will be required to service and maintain existing client portfolio's as well as all a...
8 days ago

SNR ADMIN ASSISTANT FOR FINANCIAL ADVISOR
Location: Centurion
Salary: Market related
Implement and coordinate suitable processes to ensure effective and efficient administration.
8 days ago

Advisor Assistant
Location: North West
Salary: Market Related
advisor assistant
21 days ago

Assistant Lodge Manager
Location: Paterson
Salary: Monthly
Luxury 5* Game Lodge close to Paterson is looking for an experienced assistant Lodge Manager.
71 days ago

Wealth Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Wealth Advisor Assistant in Pretoria East

Jobseekers

Recruiter

General