Wealth Adviser Assistant

2 weeks ago

Hermanus, South Africa PSG Konsult Full time

**Wealth Adviser Assistant - Hermanus**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**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)
- 1 Year relevant Experience
- Strong administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

How to apply:
Ability to commute/relocate:

- Hermanus, Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have a Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)?

Application Deadline: 2023/07/10

  • Receptionist

    4 weeks ago

    Hermanus, South Africa PSG Konsult Full time

    **Job description**: To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Office administration: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to client follow up calls when...

  • Receptionist hermanus, Western Cape

    4 weeks ago

    Hermanus, South Africa PSG Konsult Ltd. Full time

    **Designation**: Receptionist|Hermanus, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Konsult **Posted on**: 24 Jan 2023 **Reference Number**: PSG-DW-VAC0114 **Closing date**: 07 Feb 2023 **Position...

  • Intermediary Financial Consultant

    4 weeks ago

    Hermanus, South Africa AF Consulting Full time

    **Job**: Intermediary Financial Consultant **Location**: Hermanus **Salary**: To be discussed Key Accountabilities a) First point of contact for all Marketing leads, to qualify leads into prospective customers. b) Gather, compile, and analyses financial and personal customer data. c) Gain a full understanding of the customers situation and objectives,...

  • Assistant Store Manager

    4 weeks ago

    Hermanus, South Africa Helderberg Personnel Full time

    My client, a well know luxury brand is seeking an Assistant Store Manager for their Hermanus branch. The purpose of this role is to assist the Store Manager in the smooth running of the store in order to achieve sales and cost targets. Assisting and advising customers, ensuring that excellent levels of customer care and service are always...

  • Intermediary Financial Consultant

    4 weeks ago

    Hermanus, South Africa Finovate People Full time

    Title: Intermediary Financial ConsultantOur client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry, as soon as possible.Job overview:The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for...

  • Intermediary Financial Consultant

    3 weeks ago

    Hermanus, South Africa Finovate People Full time

    Title: Intermediary Financial Consultant Our client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry , as soon as possible. Job overview: The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible...

  • Intermediary Financial Consultant

    4 weeks ago

    Hermanus, South Africa Adzuna ZA B C2 Full time

    Title: Intermediary Financial ConsultantOur client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry, as soon as possible.Job overview:The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for...