Wealth Planner 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 and reception duties.
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)
• 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