Wealth Advisor Assistant - based in Bathurst, Eastern Cape, Port Alfred 0 - Bathurst
Afrizan People Intelligence LTD
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental relationships Coordinate the sales and administrative activities between the different product providers and their consultants Astute downloads Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy and balance sheet preparation Request and update client investment and policy statements Update client information on Dynamics and Elite Scan client documents to Dynamics and Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial planning environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) Strong research, analytical, and presentation skills Confident communication with clients, written and verbal 0
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