Senior Wealth Assistant
Job Placements · Bellville
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team.
Your
- Formal Education:
- Matric
- National Diploma in Wealth Management/Financial Planning, or related.
- Experience:
- 5+ years experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
- Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers website functionalities (Investment and risk service providers)
- Service provider products (Investment and risk platforms)
will enable you to
Processing new business for new and existing clients
- Ensure all documentation and information is prepared in accordance to company policies
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
- Handling of retirement claims, mainly focusing on Public sector funds.
- Section 14 & Section 37 transfers
- Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
- Facilitate the Transfer from Living Annuity to Life Annuity process
Servicing of existing clients
- Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor
- Make payments on behalf of clients through the Investec corporate saver account
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor
General Administration
- Ensure that client documentation is in compliance with FICA & FAIS legislation
- Recording of client interaction and updating of client records upon completion of interaction
- Maintain client record and database according to company policies
- Attend to Death Claim processes and documentation
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Assistance with Wealth Special Projects on ad-hoc basis
- Actively building relationships with clients via telephone, in person and via email.
- Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
.special-hidden { display: none; }