Wealth Management Associate

5 months ago

Cape Town, South Africa Set Consulting Full time

Wealth Management Associate (WMA)

R25k - R30k

Cape Town 

Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines, paperwork, and operational details to improve the overall service for the wealth manager and their clients.

Key Performance Areas

Administrative support to Wealth Manager

  • Prepare and collate new client onboarding documentation.
  • Oversee the management and updating of client CRM profile.
  • Liaise with external and internal providers on client-specific queries and implementation of instructions.
  • Resolve and manage admin-related queries or issues with clients directly on behalf of the Wealth Manager
  • Manage the process of preparation of client review packs (with assistance from the administrative team and Paraplanners where necessary and as per business requirements).

Legislative Compliance (FICA and FAIS)

  • Apply basic knowledge of the FAIS General Code of Conduct in daily work.
  • Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
  • Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance

Technical Support

  • Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
  • Compile proposal documents based on the Wealth Manager's instruction and recommendations.
  • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

Qualifications and Experience 

  • Commerce or financial degree from a reputable tertiary institution (advantageous)
  • CFP designation & RE5 advantageous
  • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) and XPlan (advantageous)
  • 3-5 years of working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high-volume tasks and responsibilities
  • Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA

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