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:

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the advisor in the administration of clients' financial reviews and investments.
5 days ago

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the advisor in the administration of clients' financial reviews and investments.
8 days ago

Insurance Manager
Location: Cape Town
Salary:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this Insurance Manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.
2 days ago

Insurance Manager
Location: Cape Town
Salary:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this Insurance Manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.
9 days ago

M&A Manager
Location: Constantia
Salary:
Our client in Constantia, Western Cape is seeking an experienced M&A Manager to join their team. We are looking for someone who will be responsible and accountable for the growth of the Professional Network through the signing and activation of Merger and Acquisition Deals. The ideal candidate will be motivated, driven, organised and accountable business development professionals who has a str...
2 days ago

Financial Advisor
Location: Cape Town
Salary:
23 days ago

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

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

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

Wealth Manager | Cape Town
Location: Capetown
Salary: Market-Related
wealth Manager | Cape Town
40 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