Wealth Adviser Assistant | Worcester, Western Cape
Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.
Responsibilities:
Requirements:
Responsibilities:
- Gather policy information and compile summaries.
- Prepare proposals and client reviews using set templates.
- Handle data capturing and conduct product information research.
- Manage new applications, quotations, and existing client enquiries.
- Manage diaries, schedule appointments, and prepare investment review meetings.
- Maintain CRM systems and manage detailed administrative documentation.
- Rebalance and maintain existing portfolios.
- Prepare and distribute monthly and quarterly statements.
- Build strong working relationships and meet Service Level Agreement deadlines.
- Handle Employee Benefit service queries and manage policy renewals.
- Load new/existing business policies while ensuring full FAIS compliance.
Requirements:
- Completed BCom degree (preferably majoring in Information Systems, Analytics, Investment Planning/Risk Management, or Economics).
- 0–2 years of relevant experience within the financial services industry.
- Excellent verbal and written communication skills.
- Strong customer service orientation and problem-solving skills.
- Effective time management and high attention to detail.
- Ability to work effectively as a team player.
