Wealth Adviser Assistant Paarl, Western Cape

24 hours ago

Paarl, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Paarl, Western Cape

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

11 Sep 2024

**Reference Number**:

POS38633

**Closing date**:

24-Sep-2024

**Position Type**:

Permanent

**Location**:

Paarl Main Road 211

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | PAARL, **WESTERN CAPE** **| PERMANENT**

PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**

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

**Minimum Requirements**:

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

**Skills and competencies**:

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

**How to apply**:

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