Wealth Adviser Assistant

Adviser Assistant with minimum 2-3 years’ relevant experience in the Financial Services Industry, required to manage the office and administration, interact with clients and providing client service, manage relationships, implement new business and marketing plans, reception duties and provide administrative office support to the Adviser of this Wealth FSP based in Port Elizabeth and East-London.

Responsibilities:

• Manage office, reception and administration fucntion
• Administration of new business
• Gather Policy information
• Compile a summary of information
• Handle new applications and quotations
• Handle client enquiries (all existing business enquiries)
• Diary management of new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare & implement investment review appointments
• Rebalance and maintain existing portfolios
• Maintain CRM system
• Prepare and distribute monthly/quarterly statements and Personal Financial Reports
• Build and maintain good working relationships
• Maintain Service Level agreement deadlines
• Ensure FICA & FAIS Compliance Qualifications and Experience load new/existing business policies

Minimum requirements:

• BCom Degree required – Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or Economics
• 2 - 3 years administration experience within the financial services industry essential
• RE5 essential
• Computer literate (MS Outlook, Excel, Word)

If you are a South African Citizen & your CV meets the above criteria, please send your CV to ***email_hidden***

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

1. That you have read and understood our POPI Policy.

2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.

4. That the information you have provided to us is true, correct and up to date.