Junior Assistant

5 months ago


Bryanston, South Africa Capta Wealth (Pty) Ltd Full time

**Junior Para Planner/ Wealth management Assistant**

**Capta Wealth - Bryanston, Johannesburg, Gauteng**

You’ll be supporting up to two Key Individuals and joining a small team of two experienced WMA’s who will help you transition into your new role. The company is a well-known and a trusted wealth manager/family office who has been looking after their clients for over 30 years.

**Jobs duties and responsibilities**:

- Prepare client proposals
- Prepare all paperwork for new client acquisitions as well as annual reviews
- Valuation preparation
- Check and ensure all new business is compliant after client has signed
- Research - factsheets and product information
- Stay up to date with product updates
- Stay up to date with industry news and legislation
- Compliance updates and processes
- Compliance training where required
- Knowledge of FICA requirements for South African accounts and the Know Your Client (KYC) process for offshore accounts is advantageous.
- Deal with third party providers when issues arise.
- Facilitate payment instructions for clients
- FSCA correspondence and updates
- Handle general client queries
- Any other administrative activity deemed necessary by management from time to time

**Skills and attributes**:

- Excellent report writing skills
- Ability to conduct research from appropriate providers and investments
- Good understanding of compliance issues
- Good time management skills
- Excellent interpersonal and IT skills
- Ability to work under pressure and meet deadlines
- Drivers license and own transport essential

**Qualifications and experience**:

- Highest qualification is a matric certificate or higher
- RE5
- Minimum 2 years’ work experience

**Salary**: Based on experience level

**Start Date**: ASAP

**Salary**: R15,000.00 - R17,000.00 per month

Ability to commute/relocate:

- Bryanston, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- work: 2 years (required)

**Language**:

- English (required)



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