Wealth Manager Sales Support role JHB, CT & Durban

Our client, a dynamic Wealth Management, Financial Services Provider seeks to employ a Wealth Management Sales Support Administrator to provide financial advice to numerous members on an ongoing basis.  This position is open to Johannesburg, Cape Town and Durban applicants.

Key Responsibilities

The support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not limited to :

- Client engagements relating to queries

- Client engagements relating to pro-active calls in respect of Client Reviews that have been sent

- Adherence to house-view protocols (peer reviews)

- The presentation of records of advice relating to new business and advisory transactions

- Gathering and uploading client data on to the Company''s bespoke financial planning software

- Creating transactional taks fronm advice processes

- Collaboration with other Staff members in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management

- Supporting the Company''s Sales Staff in delivering an outstanding client experience.

Adherence to FAiS, FICA and all other relevant legislation, is, of course, obligatory

Communication Requirements

- The Company conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential

- Native or bilingual proficiency in Afrikaans an advantage

- Liaison with all internal support departments within the designated Company''s internal processes to ensure service delivery

- Most sales opportunities will be created in the first instance through telephone dialogue

An appropriate telephone manner is therefore a pre-requisite.

Activity Management

-Complete, validate and sign off daily tasks within the Company''s in-house Workflow system

Monitor activity progress

- Management escalation

Skills and experience required

• Matric with Higher Grade Maths with a minimum of C symbol
• Category 1 registered with the FSCA and completed all supervision requirements
• 1 - 3 years'' financial planning and wealth management experience with a sound knowledge of current retirement legislation
• Financial/Commercially qualified graduate
• FSCA (FSB) Regulatory Exam Level 5
• Intermediate/Advanced Knowledge of MS Word, Excel PowerPoint Outlook
• Strong analytical and problem solving abilities
• Self-management with the ability to work under pressure, within a defined compliance framework.