Responsibilities:

Assist with the planning and recommendations on clients overall portfolios together with portfolio construction
Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation and any other program in use now and in the future
Service and maintain existing clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation as is required by FAIS
Computer data base on Wealthcraft to be kept updated whenever a change is made to the client record
Any other tasks which you may be required to perform with regards to the clients Life/Investment Planning requirements
Calling for policy information
To assist where necessary when required with all administration duties in the office
Updating of client portfolios

Requirements:

A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance
At least 2 years of relevant experience in similar roles within the financial services industry

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted. Apply Now

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