Job Title
Wealth Advisor Assistant / Para-Planner (Stellenbosch)Employment Type
Full TimeExperience
2 to 3 yearsSalary
R240000 to R300000Job Published
29 March 2022Job Reference No.
3766967234Job Description
Wealth Adviser Assistant / Para-Planner
R300K
Stellenbosch
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.