Wealth Adviser Assist

2 weeks ago

Cape Town, South Africa CA Financial Appointments Full time

My client based in Paarl is looking for a B Econ / Investments Graduate to join their successful team. This is an exciting opportunity to kick start your career

**Responsibilities**:

- Gather policy information
- Research product information
- Prepare and implement financial planning and investment proposals
- Assess tax/legal implications of investments
- Cash flow and performance calculations
- Pre-retirement planning calculations
- Handle and solve client enquiries
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain Client Relationship Management system
- Re balance and maintain of existing portfolios
- Prepare and distribute monthly/quarterly/annual statements / certificates / communication

**Requirements**:

- Completed Bachelor of Commerce in Finance or Investments / Business Finance
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) and proficient in Excel
- Passion for financial planning Recommended requirements:

- Intention to complete Regulatory Exam for Representatives (RE5)

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