Wealth Advisor/assistant

5 days ago

Pretoria, South Africa People Dimension Full time

**Synopsis**:
A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.

Job Description/Duties:

- Assisting Financial Planners in all their administrative tasks
- Research product information
- Prepare and implement financial planning and investment proposals
- Handle and solve client enquiries
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain Client Relationship Management system
- Rebalance and maintain of existing portfolios
- Prepare and distribute monthly/quarterly/annual statements / certificates / communication

**Minimum Requirements**:

- Matric Qualification
- BCom degree (Advantageous)
- Previous experience and working knowledge in life and risk insurance - long term insurance. (required)
- Must be able to speak and understand Afrikaans and English, due to client base.

**_ Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za_

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