Wealth Adviser / Financial Planner Assistant

Wealth Adviser/Financial Planner Assistant with a Financial Degree, RE5 (preferable) and minimum 3 years’ experience in the Financial Planning industry, required to provide administrative support to the Office based in Somerset West, and will be allocated a portfolio of clients to assist with processing transactions, direct client liaison and support in basic financial planning.

Responsibilities:

• Financial Planning and investment administrative support
• Prepare statement of advice documentation as required
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Customer Service
• Client Relationship Management
• Gather Policy information
• Data capturing
• Compile a summary of information
• Onboarding, preparation and follow up and completion of reviews, new business, servicing and compliance
• Handling and solving of client enquiries
• Handling of new application and quotations
• Manage administrative documentation
• Maintaining CRM systems
• Maintain SLA deadlines
• Ensure Advisers maintain compliance, FAIS and review statistics
• Compliance records and FICA updates

Minimum requirements:

• Degree essential – Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investments
• RE5 advantageous
• Minimum 3 years’ experience in the financial services / wealth industry essential

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.