Administrative Assistant to a Financial Adviser / Planner / Administratiewe Assistent vir ’n Finansiële Adviseur / Beplanner (AD 106)

Introduction / Inleiding

Our client is an established financial services and wealth advisory company providing holistic financial planning solutions for individuals, families, and businesses. Their services span wealth creation, retirement and estate planning, insurance, risk management, employee benefits, accounting, and business continuity solutions, with a strong focus on personalised financial advice

LOCATION: Bellvile, Western Cape

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Ons kliënt is ’n gevestigde finansiële dienste- en welvaartadviesmaatskappy wat omvattende finansiële beplanningsoplossings aan individue, gesinne en besighede bied. Hul dienste sluit welvaartsskepping, aftree- en boedelbeplanning, versekering, risikobestuur, werknemersvoordele, rekeningkunde en besigheidskontinuïteitsoplossings in, met ’n sterk fokus op persoonlike finansiële advies.

LIGGING:  Bellville, Wes-Kaap

Key Responsibilities / Hoofverantwoordelikhede

• Manage and support a dedicated client portfolio.

• Process new and existing business, including investments, risk business, medical funds, trusts, and estates.

• Monitor client reviews, requests, and new business to ensure timely follow-up and completion.

• Manage the Financial Adviser/Planner’s diary and coordinate appointments and meetings.

• Handle professional client communication and ensure effective service delivery.

• Process adviser and client requests accurately and efficiently.

• Manage fee renewals, annual client reviews, and income reviews.

• Assist with estate and trust administration.

• Complete electronic scanning, filing, and document management.

• Maintain accurate and up-to-date CRM records.

• Communicate professionally and clearly with clients, advisers, and relevant stakeholders.

• Ability to handle confidential client information and sensitive financial documentation with discretion.

• Strong attention to detail and a high level of accuracy in record-keeping.

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• Bestuur en ondersteun ’n toegewyde kliëntportefeulje.

• Verwerk nuwe en bestaande besigheid, insluitend beleggings, risikobesigheid, mediese fondse, trusts en boedels.

• Monitor kliënthersienings, versoeke en nuwe besigheid om tydige opvolg en afhandeling te verseker.

• Bestuur die Finansiële Adviseur/Beplanner se dagboek en koördineer afsprake en vergaderings.

• Hanteer professionele kliëntkommunikasie en verseker effektiewe dienslewering.

• Verwerk adviseur- en kliëntversoeke akkuraat en doeltreffend.

• Hanteer fooivernuwings, jaarlikse kliënthersienings en inkomstehersienings.

• Ondersteun met boedel- en trustadministrasie.

• Voltooi elektroniese skandering, liassering en dokumentbestuur.

• Handhaaf akkurate en bygewerkte CRM-rekords.

• Kommunikeer professioneel en duidelik met kliënte, adviseurs en relevante rolspelers.

• Hanteer vertroulike kliëntinligting en sensitiewe finansiële dokumentasie met diskresie.

• Beskik oor sterk aandag aan detail en ’n hoë vlak van akkuraatheid met rekordhouding.

Minimum Requirments / Minimum Vereistes

• Matric (Grade 12).

• An industry-related qualification, such as a Certificate in Financial Planning, will be advantageous.

• Financial services industry-related training or qualifications will be advantageous.

• RE examinations will be advantageous.

• Minimum 5 years’ relevant work experience.

• Proven experience within financial services, insurance, or investment administration.

• Experience managing client portfolios and providing administrative support to Financial Advisers/Planners.

• Experience processing new and existing business.

• Experience working with investment platforms such as Ninety One, Allan Gray, and Glacier.

• Experience working with life insurance platforms such as Discovery, Momentum, and Sanlam

• Proficiency in Microsoft Office, particularly Outlook, Excel, and Word.

• Experience with CRM systems such as @Work, Workpool, Elite Wealth, or XPlan.

• General knowledge of financial services, insurance, and investments.

• Knowledge of compliance requirements, including FICA, FAIS, FATCA, and POPIA.

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• Matriek (Graad 12).

• ’n Industrie-verwante kwalifikasie, soos ’n Sertifikaat in Finansiële Beplanning, sal voordelig wees.

• Finansiële dienste-industrie-verwante opleiding of kwalifikasies sal voordelig wees.

• RE-eksamens sal voordelig wees.

• Minimum 5 jaar se relevante werksondervinding.

• Bewese ervaring binne finansiële dienste, versekering of beleggingsadministrasie.

• Ervaring met die bestuur van kliënteportefeuljes en die verskaffing van administratiewe ondersteuning aan Finansiële Adviseurs/Beplanners.

• Ervaring met die verwerking van nuwe en bestaande besigheid.

• Ervaring met beleggingsplatforms soos Ninety One, Allan Gray en Glacier.

• Ervaring met lewensversekeringsplatforms soos Discovery, Momentum en Sanlam.

• Vaardigheid in Microsoft Office, veral Outlook, Excel en Word.

• Ervaring met CRM-stelsels soos @Work, Workpool, Elite Wealth of XPlan.

• Algemene kennis van finansiële dienste, versekering en beleggings.

• Kennis van nakomingsvereistes, insluitend FICA, FAIS, FATCA en POPIA.

Salary / Salaris

Basic Salary: R23 000 - R24 000 CTC

Benefits: R500 per month group retirement annuity contribution. Group life benefits, including group life cover, funeral benefit, lump-sum disability cover, and dread disease cover.

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Basiese Salaris: R23 000 - R24 000 CTC

Voordele: R500 per maand groep-aftree-annuïteitsbydrae. Groeplewensvoordele, insluitend groeplewensdekking, begrafnisvoordeel, enkelbedrag-ongeskiktheidsdekking en gevreesde siektedekking.