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Job Summary
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.
Compitant Candidates
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