Wealth Adviser Assistant

The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

**Responsibilities**:

- Gather policy information, handle client enquiries (all existing business enquiries)
- Arrange appointments between Wealth Adviser and clients (new and existing)
- Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner
- Assist clients with completing forms, check forms for correctness, FICA etc.
- Maintain CRM systems, templates and other marketing initiatives for the practice
- Build and maintain good working relationships
- Paraplanning aspirations

**Minimum Requirements**:

- Matric
- RE 5 (Advantageous)
- Relevant Financial Degree (Advantageous)
- CFP (Advantageous)
- 2-3 years administration experience within the financial services industry
- Computer literate (MS Outlook, Excel, Word, CRMs)

**Skillset Required**:

- Telephone etiquette
- Time management
- Organising and planning
- Presentable (client orientation)
- Attention to detail
- Open to engaging with clients
- Problem solving skills
- Team player

**How to apply**:
Application Question(s):

- Do you have aspirations to develop into a paraplanner?

**Education**:

- High School (matric) (required)

**Experience**:

- wealth administration: 2 years (required)

License/Certification:

- CFP / Postgrad in Financial Planning (preferred)
- BCom Finance Related Degree (preferred)

**Location**:

- Northcliff, Gauteng (preferred)

Work Location: In person