Junior Wealth Manager Assistant

The Talent Experts; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A national financial planning firm in Pretoria is seeking a Junior Wealth Manager Assistant to support Wealth Managers. The ideal candidate should have experience in administrative tasks within the financial sector, be fluent in Afrikaans and English, and possess at least a Matric certificate. This role offers growth opportunities in a vibrant office environment, with a competitive salary and bonuses.

Benefits

Discretionary annual performance bonus

Opportunities for career growth

Qualifications

• Fluent in Afrikaans and English.
• At least 1 year of experience assisting a Wealth Manager or Financial Planner.
• Experience in an independent financial planning firm.

Responsibilities

• Processing new business and general administration tasks.
• Ensuring compliance with company policies and implementing client instructions.
• Communicating with clients and managing documentation.

Skills

Admin Work

Education

Grade 12 / Matric

Job description

Junior Wealth Manager Assistant
Menlyn, Pretoria
Market related

Do you thrive in a support role and have what it takes to help make a Wealth Manager successful?

Is this you?
You've worked in a support role supporting a Wealth Managers or Financial Planner but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth management.

What you'll be doing (and why you'll enjoy it)
You will be responsible for processing new business and general administration tasks. These include ensuring compliance with company policies, implementing client instructions for investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing client complaints, updating records, and completing fee forms promptly.

Where you'll be doing it
You'll be joining a national, innovative, independent firm that provides customized financial planning services to retirement funds and their members. They have experienced phenomenal growth over the past few years and are still growing, which is why they need you. You'll be surrounded by vibrant colleagues who are all passionate about looking after their clients. You'll be based (full time) in gorgeous offices in Menlyn, Pretoria.

What you'll need
You need to have gained at least 1 year of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English. Only candidates currently residing in Pretoria can be considered.

What you'll get
You'll get to work in an amazing environment with a culture like no other. The business is growing so everyone is thriving and growing in their careers so you'll be given plenty of opportunities to grow in your career and move into areas where your strengths lie. The role will start as a support role but the opportunities are endless. A market-related salary will be offered as well as a discretionary annual performance bonus.

How to apply
For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Admin Work

Desired Work Experience:

• 1 to 2 years

Desired Qualification Level:

• Grade 12 / Matric