Financial Services Professional

5 days ago


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

We are seeking a highly skilled Financial Services Professional to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will play a key role in providing administrative support to our Wealth Manager and their clients.

The successful candidate will have a strong background in finance and administration, with experience working in the financial planning environment. You will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for the wealth manager and their clients.

Key Responsibilities:

  • Administrative Support: Prepare and collate new client onboarding documentation, manage and update client CRM profiles, and liaise with external and internal providers on client-specific queries and implementation of instructions.
  • Legislative Compliance: Apply basic knowledge of the FAIS General Code of Conduct in daily work, draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards, and ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP.
  • Technical Support: Ensure a basic level of product knowledge by keeping up to date with products used by service providers, compile proposal documents based on the Wealth Manager's instruction and recommendations, and compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

Requirements:

  • Commerce or Financial Degree: A degree from a reputable tertiary institution (advantageous)
  • CFP Designation & RE5: Advantageous
  • Technical Skills: 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

Estimated Salary: R25k - R30k



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