Senior Wealth Adviser Assistant Pretoria

4 weeks ago


Johannesburg, South Africa The Recruitment Council Full time

**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
- Maintain good relationships with product suppliers
- Ensure effective administrative processes between the Wealth Adviser’s office and the offices of the product suppliers.
- Attend training offered by the suppliers, where relevant.

**Minimum requirements**:

- Relevant 3-year degree
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Passion for the financial services industry

**Competencies required**:

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



  • Johannesburg, South Africa Berghshire Wealth Bluestar Full time

    Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

  • Senior Audit Manager

    1 month ago


    Johannesburg, South Africa Six Sense Full time

    Gauteng, Johannesburg - Annually Cost To Company (Market related) A well-established company is seeking to appoint Senior Audit Manager - Wealth. **Qualification**: - BComm, BCompt, BSc (mandatory) - Certified Information Systems Auditor (CISA) and optional Certified Internal - Auditor (CIA) (optional) **Experience**: - Deep insurance industry strategic...


  • Johannesburg, South Africa Smollan Financial Services Full time

    The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...


  • Johannesburg, South Africa The Recruitment Council Full time

    Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company’s wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Identify Local and Offshore fiduciary opportunities...


  • Johannesburg, South Africa GCI Wealth Full time

    GCI is a registered Financial Services Provider with its head office based in Auckland Gauteng. GCI is currently looking for a suitably qualified (CA) with experience as a Head of Services and Operations. The successful incumbent will be reporting to the Chief Operations Officer. The main purpose of the Head of Services and Operations is to oversee the...


  • Johannesburg, South Africa The Recruitment Council Full time

    Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship. The focus of...


  • Johannesburg, South Africa SET Recruitment Consultants Full time

    **Product Development Manager - Wealth Mgt** Innovative Wealth Mgt business seeks analytical and proactive indiv. Key role to manage and contribute toward development & implementation of products, special projects and initiatives for Wealth Mgt business (Stockbroking, Portfolio / Asset Mgt, Financial Advisory etc). **Main Responsibilities**: - Be...

  • Financial Advisor

    6 days ago


    Johannesburg, South Africa IWCP (Insurance & Wealth Creation Professionals) Full time

    Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...


  • Johannesburg, South Africa AGC Recruitment Full time

    **Senior Commercial Tax Lawyer - Legal - Cape Town** Are you a Commercial Lawyer with solid commercial experience and good understanding of Tax Law, Company Law and Trust Law with 12 and more years post articles relevant experience at a reputable firm? Do you have the drive and agility to join a global wealth management firm? If so, then we have a perfect...

  • Technical Adviser

    1 month ago


    Johannesburg, South Africa UNFPA Full time

    **The Position**: The Technical Adviser provides strategic technical, policy, and programmatic leadership for the region in the area of expertise to ensure that the RO, and COs remain abreast of the Fund’s policy and programme policies as well as current thinking and academic advance in HIV prevention affecting the ICPD Programme of Action. S/He maintains...

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa Miya Talent Consulting Full time

    JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...


  • Johannesburg, South Africa The Recruitment Council Full time

    Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s...


  • Johannesburg, South Africa The Recruitment Council Full time

    Don’t miss out on the opportunity to join this leading wealth advisory company. Our client is on the hunt for an Administrator Assistant who will be responsible for providing administrative and implementation support to Wealth Managers through the execution of administrative duties. **Responsibilities**: - Build and maintain foundational knowledge on...

  • Audit Senior/ Manager

    1 month ago


    Johannesburg, South Africa Isisekelo Recruitment Full time

    Audit Senior/ManagerA dynamic and successful Auditing & Accounting firm, providing personalized and value-added services to clients assisting them in succeeding in a tough economic and competitive market environment. Are currently looking for an Audit Senior/Manager for their office in Pretoria. As a leading and professional firm, they are constantly aware...

  • Audit Senior/ Manager

    1 month ago


    Johannesburg, South Africa Isisekelo Recruitment Full time

    Audit Senior/ManagerA dynamic and successful Auditing & Accounting firm, providing personalized and value-added services to clients assisting them in succeeding in a tough economic and competitive market environment. Are currently looking for an Audit Senior/Manager for their office in Pretoria. As a leading and professional firm, they are constantly aware...


  • Johannesburg, South Africa Boikago Group Full time

    An international automotive company is looking for a Senior ER Specialist to be based in Pretoria. **ROLE SUMMARY** This position is responsible for the effective implementation of the Labor Relations specialist functions across the various shops at the Pretoria Manufacturing Operation. **POSITION DETAILS** Communication and working...