Wealth Advisor Assistant

Minimum requirements:

• Completed Grade 12 Certificate
• Relevant BCom Degree or any relevant financial qualification
• Completed RE 5 certificate (Advantageous)
• 3 - 5 years relevant wealth administration experience in the financial services sector
• Proficient in both spoken and written English as well as one other official South African Language
• Computer Literacy skills (MS Office)

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.
• Gathering Policy information
• Compiling a summary of information
• Handling of new application and quotations
• Maintaining CRM systems
• Data capturing
• Fast effic...