Wealth Advisor Assistant / Para-Planner (Stellenbosch)

Recruiter:

Set Consulting

Job Ref:

3766967234

Date posted:

Wednesday, March 30, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Wealth Adviser Assistant / Para-Planner

R300K

Stellenbosch

Excellent career opportunity with a leading financial services investment holding company. 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, and marketing plan implementation.

Responsibilities:

Gather Policy 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
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 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)
2 years relevant work experience within the financial services industry

Please apply online.

Similar jobs you might be interested in:

Financial advisor
Location: Cape Town
Salary:
6 days ago

Wealth Management Administrator – In Office - Cape Town
Location: Cape Town
Salary:
7 days ago

Wealth Management Administrator
Location: Somerset West
Salary:
Somerset West - Financial Services Provider is seeing to employ a wealth Management Administrator. The ideal candidate will provide comprehensive administrative support related to client investments, financial products, risk policies, medical aid & GAP-cover while ensuring that all client records, transactions, and documentation comply with applicable regulatory requirements, including Fi...
4 days ago

Junior Paraplanner | Cape Town
Location: Capetown
Salary: Market Related
Junior paraplanner | Cape Town
13 days ago

Paraplanner
Location: Somerset West
Salary:
Our client in Somerset West, Cape Town, is seeking a skilled paraplanner to join their team. The ideal candidate will hold a B.Com (Bachelor of Commerce) degree or equivalent tertiary qualification, with a Postgraduate Diploma in Financial Planning being advantageous. Candidates should have 2–5 years’ experience in a similar role within a Financial Planning or wealth Management practic...
5 days ago

Senior Financial Advisor
Location: Capetown
Salary: R850,000 CTC per annum + Performance Bonuses + Long-Term Incentives + Comprehensive Benefits Package OR Highly Competitive Market-Related Package including Performance Incentives, Share Scheme Participation, Medical Aid, Provident Fund, and Long-Term Wealth Incentives.
Senior Financial advisor | High-Net-Worth wealth Management
14 days ago

Financial Advisor
Location: Cape Town
Salary:
69 days ago

Ultra-High-Net-Worth Family Officer | Cape Town
Location: Capetown
Salary: Market Related
Ultra-High-Net-Worth Family Officer | Cape Town
81 days ago

Ultra-High-Net-Worth Family Officer | Cape Town
Location: Capetown
Salary: market related
Ultra-High-Net-Worth Family Officer | Cape Town
81 days ago

Ultra-High-Net-Worth Family Officer
Location: Cape Town, Western Cape
Salary: Market-related
Ultra-High-Net-Worth Family Officer
83 days ago

Wealth Advisor Assistant / Para-Planner (Stellenbosch)

Similar jobs you might be interested in:

Create a free job alert for Wealth Advisor Assistant / Para-Planner (Stellenbosch) in Cape Town

Jobseekers

Recruiter

General