Wealth Management Coordinator

2 days ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time
About the Role

Rory Mackie & Associates is seeking a highly motivated Wealth Management Coordinator to join our team. In this role, you will support our financial planners with various tasks, including preparing client reviews, analyzing financial data, and providing exceptional customer service.

The successful candidate will have a postgraduate diploma in Financial Planning and excellent communication skills. They should also be familiar with regulatory requirements and compliance procedures.

Key Responsibilities:

  • Assist in improving, developing, and delivering services offered to clients
  • Plan for upcoming reviews and set up weekly catch-up meetings with the Financial Advisor
  • Provide regular feedback to Financial Advisors regarding workflows
  • Knowledge of compliance requirements for FAIS/FICA, etc.

Estimated Salary: R500 000 per annum.



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