Financial Advisor - Northcliff / Randburg

Platinum Talent; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency in South Africa is looking for a Wealth Management Associate to join a team in Sandton. The role involves executing administrative tasks, conducting client research, and supporting financial planners. Candidates should hold a relevant degree and possess strong communication skills. This position is ideal for someone who is client-focused, organized, and ethical, with skills in Microsoft Word and Excel.

Qualifications

• Degree in a relevant field is required.
• Must meet Fit and Proper requirements per FAIS Act.

Responsibilities

• Execute daily administrative, customer service, and operational tasks.
• Research advice-related issues for client reports.
• Draft Records of Advice.
• Conduct portfolio analysis.
• Manage client review processes.

Skills

Proficiency in Microsoft Word and Excel

Ability to build and maintain strong client relationships

Strong written and interpersonal communication skills

Comprehensive understanding of financial advisory compliance

Client relationship management

Education

Degree or qualification in a relevant field

Job description

Wealth Management Associate

Posted today

Job Description: We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our Sandton-based team. If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.

Summary: The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports the MD of Wealth and Investments by providing internal advisory services.

What To Expect:

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions

Qualifications and Experience

• A degree or qualification in a relevant field
• Meeting Fit and Proper requirements as per FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

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