Wealth Adviser Assistant

Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing. Position is based in Cape Town Port Side.

Responsibilities:

• Assist Financial Advisor with processing of all financial administration for new and existing clients
• Communication with clients – telephonic and electronic
• Compliance – FICA, FAIS, Due Diligence
• Data Capturing on CRM system – updating existing and new client info, record keeping
• Forms administration – prepopulating apps, sending to clients, managing return and capture of forms and submitting to Financial Institute
• Administration of Investments, Risk, Medical Aid and Employee Benefits
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients
• Preparing client quotes and comparisons with various FSP’s
• Working with Paraplanner to prepare client proposals
• Preparation of reports, agendas, presentations and spreadsheets
• General admin support

Minimum requirements:

• Grade 12 essential
• Relevant Diploma / Tertiary qualification highly beneficial
• Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required
• Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required
• Excel, Elite Wealth, CRM knowledge and experience required

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.