Wealth Management Assistant

5 days ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Title: Wealth Management Assistant

Estimated Salary: R320,000 - R420,000 per annum

Job Description:

We are seeking a skilled Wealth Management Assistant to join our team at The Recruitment Council. As a key member of our team, you will assist Wealth Advisers in providing exceptional client service by responding to client queries via telephone and written correspondence.

You will be responsible for managing incoming calls efficiently, ensuring timely responses to all client inquiries. Additionally, you will collaborate with Wealth Advisers to provide ongoing feedback to clients, process new business applications, and manage client portfolios.

Your responsibilities will also include preparing cash flow analyses and retirement planning calculations, as well as handling script transfers and loading fees on the IRESS system.

Requirements:

A Postgraduate Diploma in Financial Planning or BCom qualification is necessary, along with a minimum of 5 years of relevant work experience in the financial services industry and an RE5 qualification.

Strong analytical skills and proficiency in Microsoft Office applications are required, as well as excellent planning and organizational skills, effective prioritization, and time management abilities.



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