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Financial Planning Assistant

2 months ago

Cape Town, Western Cape, South Africa Set Consulting Full time
Job Title: Wealth Management Associate

Job Summary:

We are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. As a Wealth Management Associate, you will provide administrative support to our Wealth Managers while serving as a strategic partner.

Key Responsibilities:

- Prepare and collate new client onboarding documentation with attention to detail and adherence to company standards.
- Oversee the management and updating of client CRM profiles to ensure accurate and up-to-date information.
- Liaise with external and internal providers on client-specific queries and implementation of instructions, utilizing effective communication skills.
- Resolve and manage admin-related queries or issues with clients directly on behalf of the Wealth Manager, providing exceptional customer service.
- Manage the process of preparation of client review packs, collaborating with the administrative team and Paraplanners as necessary.

Legislative Compliance:

- Apply basic knowledge of the FAIS General Code of Conduct in daily work, ensuring compliance with regulatory requirements.
- Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
- Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP, with guidance from internal compliance.

Technical Support:

- Maintain a basic level of product knowledge by keeping up to date with products used by service providers, staying informed about industry developments.
- Compile proposal documents based on the Wealth Manager's instruction and recommendations, adhering to company guidelines.
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions, providing valuable insights to clients.

Qualifications and Experience:

- Commerce or financial degree from a reputable tertiary institution, with advantageous qualifications such as CFP designation & RE5.
- MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) and XPlan skills, with advantageous experience in high-volume tasks and responsibilities.
- 3-5 years of working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks, with a focus on high-volume tasks and responsibilities.
- Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA, with a commitment to ongoing learning and professional development.

About Us:

Set Consulting is a reputable financial services company dedicated to providing exceptional client service and support. We are committed to fostering a collaborative and inclusive work environment that encourages growth and development.