Designation:
Wealth Adviser Assistant | Pretoria East, Gauteng
Category:
Client/Intermediary Services
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
12 Sep 2024
Reference Number:
POS01634
Closing date:
26-Sep-2024
Position Type:
Permanent
Location:
Pretoria Oos/Pretoria East
Overview:
VACANCY | WEALTH ADVISER ASSISTANT | PRETORIA EAST, GAUTENG | PERMANENT
PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. We encourage people with disabilities to apply.
Job description
This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide efficient administrative support. In this role, you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts, and supporting basic financial planning.
Responsibilities:
- Financial Planning support
- Formulate effective financial plan documents in line with the strategy as outlined by the adviser and the customer’s needs, objectives, and risk tolerance.
- Prepare statements of advice documentation as required.
- Review customer portfolio reports and ensure accuracy and alignment with customer objectives.
- Review customers' risk coverage and ensure necessary actions are recommended.
- Ensure accurate production of all customer portfolio review documentation.
- Customer Service
- Team management
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving client enquiries
- Handling of new applications and quotations
- Diary management
- Reporting of new business statistics
- Preparation of insure review appointments
- Maintaining CRM systems
Minimum Requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- At least 5 years of relevant work experience within the financial industry.
- Proficient in both spoken and written English and at least one other official South African language.
- Computer literacy (MS Office).
Skills and competencies:
- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem-solving
- Analytical skills and ability to handle admin pressure
- Ability to operate independently
- Resilience
How to apply:
Candidates interested must apply on the PSG Careers website at OR browse vacancies at by no later than 26 September 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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