Wealth Adviser Assistant / Para-planner (East Rand)

Wealth Adviser Assistant / Para-Planner 

R240K

East Rand (Gauteng) 

Excellent career opportunity with a leading financial services investment holding company.  The successful candidate will be responsible for paraplanning and execution after meetings.

You will be responsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Gather Policy information
• Research product information
• Handle new application and investment quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Record details of transactions
• Manage policy renewals
• Implement new business

Minimum requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• 2 years relevant work experience within the financial services industry

Please apply online.