Wealth Advisor Assistant / Para-Planner (Stellenbosch)
SET Recruitment Consultants
Cape Town, Western Cape, ZA
42m ago

Wealth Adviser Assistant / Para-Planner


Excellent career opportunity with a leading financial services investment holding company. 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, and marketing plan implementation.

Responsibilities :

  • Gather Policy 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
  • 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 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
  • Please apply online.

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