SENIOR WEALTH ASSISTANT

HR Options; Bellville; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services firm in Bellville seeks a Senior Wealth Assistant to process new business for clients and manage existing relationships. Candidates should have over 5 years of experience in the investment financial services industry and be proficient in English and Afrikaans. The role includes compliance tasks and providing client support. Competitive compensation and growth opportunities are offered.

Qualifications

• 5+ years’ experience in the investment financial services industry.
• 3+ years in the broker support environment.

Responsibilities

• Process new business for clients ensuring all documentation is compliant.
• Assist with the review of clients’ Wills with the Wealth Manager.
• Ensure compliance with FICA & FAIS legislation.

Skills

Investment financial services knowledge

Broker support experience

Proficiency in English and Afrikaans

Client relationship management

Education

Matric

NQF 5 & 6 in Wealth Management

Job description

Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your :

• Formal Education :

Matric

• NQF 5 & 6 would be advantageous (In Wealth Management)
• Experience :

5+ years’ experience in the investment financial services industry is essential

• 3+ Experience in the broker support environment is essential

Proficient in English and Afrikaans (read, write, speak)

• Competent on service providers’ website functionalities’ (Investment and risk service providers)
• Service provider products (Investment and risk platforms)

will enable you to :

Processing new business for new and existing clients :

• Ensure all documentation and information is prepared in accordance to company policies
• Follow up on outstanding / incomplete client business and consult with / remind the Wealth Manager / Advisor
• Handling of retirement claims, mainly focusing on Public sector funds.
• Section 14 & Section 37 transfers
• Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
• Facilitate the Transfer from Living Annuity to Life Annuity process

Servicing of existing clients :

• Assist with the review of clients’ Wills in consultation with the Wealth Manager / Advisor
• Make payments on behalf of clients through the Investec corporate saver account
• Attend to client complaints and enquiries in consultation with Wealth Manager / Advisor

General Administration :

• Ensure that client documentation is in compliance with FICA & FAIS legislation
• Recording of client interaction and updating of client records upon completion of interaction
• Maintain client record and database according to company policies
• Attend to Death Claim processes and documentation
• Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
• Assistance with Wealth Special Projects on ad-hoc basis
• Actively building relationships with clients via telephone, in person and via email.
• Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

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Senior Wealth Assistant • Bellville, City of Cape Town, South Africa