Wealth Management Associate

5 days ago

Cape Town, Western Cape, South Africa Set Consulting Full time
Job Summary

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

Key Responsibilities
  • Administrative Support
    • Prepare and collate new client onboarding documentation, ensuring accuracy and completeness.
    • Oversee the management and updating of client CRM profiles, maintaining up-to-date information.
    • Liaise with external and internal providers on client-specific queries and implementation of instructions, resolving any issues promptly.
    • Manage the process of preparation of client review packs, working closely with the administrative team and Paraplanners as needed.
  • Legislative Compliance
    • Apply basic knowledge of the FAIS General Code of Conduct in daily work, ensuring adherence to regulatory requirements.
    • Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly, meeting 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
    • Ensure 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, presenting clear and concise information.
    • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions, providing valuable insights.
    Requirements
    • Qualifications
      • Commerce or financial degree from a reputable tertiary institution (advantageous).
      • CFP designation & RE5 advantageous.
      • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) and XPlan (advantageous).
    • Experience
      • 3-5 years of working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration 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.

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