Wealth Adviser Assistant

4 months ago

Middelburg, South Africa PSG Konsult Full time

**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- 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
- Deal with Employee Benefit Service Related Queries.
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**Minimum requirements**:

- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills

**Competencies required**:

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

**How to apply**:
**Experience**:

- financial services: 1 year (preferred)

License/Certification:

- Financial Related Degree (Wealth) (required)

**Location**:

- Middelburg, Mpumalanga (preferred)

  • Wealth Adviser Assistant

    4 months ago

    Middelburg, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant (ADP) | Middelburg, Mpumalanga **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 13 Sep 2024 **Reference...

  • Insure Adviser Assistant

    7 months ago

    Middelburg, South Africa PSG Konsult Full time

    Insure Adviser Assistant (Middleburg) 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...

  • Financial Planner

    7 months ago

    Middelburg, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Contact** - REQ: 133878- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 27 May 2024**Job Family** - Sales and Services **Career Stream** - Sales **Leadership Pipeline** - Manage Self: Technical **FAIS Affected** - FAIS Affected - Yes**Job Purpose** - To provide financial...

  • Regional Manager: Sls Sc Succession Fin Planning

    1 month ago

    Middelburg, South Africa Sanlam Full time

    **Who are we?** Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...

  • Internal Sales

    6 months ago

    Middelburg, South Africa The Individual Touch CC Full time

    Greet customers and assist with all enquiries. Answering incoming calls and converting enquiries into sales. Assist with products and solutions for sale and assisting in sourcing stock (standard and non-standard). Responsible for the processing of customer orders, as well as expediting deliveries /collection instructions. Provide quotations to the...

  • Client Services Administrator: Branch Administration

    2 months ago

    Middelburg, South Africa Assupol Full time

    Description To provide professional first line support to clients and sales support - 1. Render client services - Update client personal details and AIMS notes - Provide correct and accurate advice to clients on products and services (TCF) - Inform clients and update changes to their policy (TCF) - Liaise with relevant departments to gather information to...

  • HR Specialist

    7 months ago

    Middelburg, South Africa Progressive International Full time

    Mpumalanga, Middelburg - NEG - NEG Monthly Cost To Company (Market related) we are looking for a HR specialist to work in the mining sector - Mandarin speaking **Experience**: - Minimum of 3-5 years’ experience as a Human Resources Specialist or similar in the Mining Industry. - Experience coordinating work visas, permits, and relocation. - Experience...

  • Accounts Clerk

    6 months ago

    Middelburg, South Africa Bambanani Recruitment Full time

    **ACCOUNTS CLERK - MPUMALANGA (NORTH)** **Person ideally should reside in the Mpumalanga Northern area** - **Position is based between Middelburg and Groblersdal**_ **On site Accommodation is supplied for this position** - Daily balancing and processing of income - Daily Cash up’s and balancing of departments - Handling of Petty Cash and supplementary...

  • Human Resources Administrator

    4 months ago

    Middelburg, South Africa Chart Industries Full time

    Human Resources Administrator **Location**: Middelburg, Mpumalanga, South Africa, 1050 **Company**: Chart Industries **_Ensuring Chart’s Success _** **The Big Picture**: Howden, a Chart Industries Company, is a global leader in air and gas handling products, services, and solutions. Howden’s core focus is on providing quality solutions for air and...