Wealth Planning Specialist & Client Advisor

Enablesa (Pty) Ltd; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Enablesa (Pty) Ltd seeks an experienced Wealth Administrator to join the Bryanston, Johannesburg team. You will assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies.

You will prepare financial analyses, draft client reports, maintain regulatory compliance, and build strong client relationships through proactive communication.

Qualifications

• 3-year degree preferred.
• At least 1 year of experience in a working corporate environment.
• Prior experience in the Financial Service industry.
• Proficiency in Microsoft Office.

Responsibilities

• Assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies.
• Prepare and present financial analysis, including asset allocation, risk profiling, and portfolio recommendations.
• Draft client reports and documentation, ensuring compliance with regulatory standards.
• Maintain up-to-date knowledge of financial products, regulations, and industry best practices.
• Conduct research on financial products, strategies, and market trends to support financial planning decisions.
• Serve as the primary point of contact for clients, building strong, long-term relationships through excellent communication and service.
• Actively engage with clients to understand their financial needs, objectives, and concerns.
• Provide regular updates on financial plans and portfolio performance, ensuring clients are informed and confident in their financial journey.
• Address client inquiries, resolving any issues promptly and professionally.
• Coordinate and facilitate client meetings, ensuring all necessary materials and documents are prepared.
• Support the implementation of financial plans by liaising with third-party providers, such as insurance companies or investment managers.
• Assist in onboarding new clients and preparing them for a seamless financial planning experience.
• Work closely with other departments, such as compliance and administration, to ensure accurate execution of tasks related to client financial plans.
• Adhere to all compliance in terms of FICA and FAIS regulations.
• Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements.
• General office management duties and/or administrative tasks within other divisions of the business that may be required from time to time.

Skills

Client relationship management

Financial planning knowledge

Regulatory compliance awareness

Communication skills

Education

3-year Degree

Tools

Microsoft Office

Job description

Enablesa (Pty) Ltd seeks an experienced Wealth Administrator to join the Bryanston, Johannesburg team. You will assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies.

You will prepare financial analyses, draft client reports, maintain regulatory compliance, and build strong client relationships through proactive communication.