Jobs in Go!

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential) Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) Knowledge of service provider products and their online websites operations Valid drivers license Well presented and spoken (excellent grooming imperative) Candidate must have excellent communication skills and a professional disposition Good work ethics, integrity and professionalism essential Key Performance Areas: Servicing of existing clients, including reviews of their portfolios in terms of company policy Client portfolio reviews: – Research performance of client portfolios and prepare reviews in accordance with company policy and standards – Conduct client reviews and ensure that review reports are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment performance, benchmarks, insured values, etc – Process and Implement instructions from clients in respect of: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers – Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios – Assist clients in obtaining Tax certificates, etc – Assist clients with the preparation and signing of Wills and execution of estates, in association with the Executor Generating new business: – Pro-actively identify new business opportunities and market the range of services and products offered – Compilation of proposals for, and implementation of new business instructions from clients in association with relevant Wealth Planner General administration: – Recording of all client interaction upon completion of such interaction – Maintain and update client records and database including static data – Ensure compliance with FICA and FAIS legislation The post Junior Wealth Advisor appeared first on freerecruit.co.za . Apply Now

---

Want to do another search?

Jobs in Go!