Wealth Adviser Assistant Hyde Park, Gauteng

3 weeks ago


Hyde Park, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Hyde Park, Gauteng

**Category**:

Advisers

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

08 Feb 2024

**Reference Number**:

POS37618

**Closing date**:

22 Feb 2024

**Position Type**:

Permanent

**Location**:

Hyde Park

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | HYDE PARK, GAUTENG | PERMANENT**

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**:

- Administration of all new business
- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management
- Arrange appointments between Wealth Adviser and Clients
- Prepare & implement investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements and Personal Financial Reports
- Build and maintain good working relationships
- Record details of transactions using the myPractice Notes module
- Maintain Service Level agreement deadlines
- Ensure FICA & FAIS Compliance

**Minimum requirements**:

- Matric
- RE 5 (advantageous)
- 3 - 5 years wealth experience (Financial advisers)
- 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**:



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