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Wealth Management Professional

2 months ago

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

At Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to enhance the overall service for our wealth manager and clients.

Key Responsibilities
  • Prepare and collate new client onboarding documentation to ensure seamless onboarding experience.
  • Manage and update client CRM profiles to maintain accurate and up-to-date information.
  • Liaise with external and internal providers to resolve client-specific queries and implement instructions.
  • Resolve and manage admin-related queries or issues with clients directly on behalf of the Wealth Manager.
  • Collaborate with the administrative team and Paraplanners to prepare client review packs as needed.
Legislative Compliance
  • Apply knowledge of the FAIS General Code of Conduct in daily work to ensure compliance.
  • Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
  • Ensure Client Due Diligence (CDD) is completed on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance.
Technical Support
  • Develop and maintain a basic level of product knowledge by staying updated with products used by service providers.
  • Compile proposal documents based on the Wealth Manager's instruction and recommendations.
  • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
Requirements
  • Commerce or financial degree from a reputable tertiary institution (advantageous).
  • CFP designation & RE5 advantageous.
  • Proficiency in MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) and XPlan (advantageous).
  • 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.