Wealth Adviser Assistant

2 days ago

Paardeneiland, South Africa PSG Konsult Full time

**Job description**:
**Responsibilities**:

- Gather Policy information
- Compile a summary of information
- Preparing of annual Client Reviews
- Intermediary Services
- Research product information
- Research in investments
- Preparing client reports and investment plans
- Build and maintain good working relationships

**Minimum requirements**:

- BCom Degree (Preferably majoring in Financial Planning / Investment Planning/ Risk Management) or BCom (Economics)
- 1 - 2 years experience in paraplanning or similar
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) - Highly competent in Excel and PowerPoint
- Strong technical and administrative skills

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Able to work independently
- Team player

**Education**:

- Bachelors (required)

**Experience**:

- paraplanning: 1 year (required)

Ability to Commute:

- Paarden Eiland, Western Cape (required)

Ability to Relocate:

- Paarden Eiland, Western Cape: Relocate before starting work (required)

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