Description:
Key Responsibilities
Support Wealth Advisors with client acquisition, retention, and relationship management. Coordinate sales and administrative activities with product providers and consultants. Conduct research, obtain quotes, and compile relevant fact sheets. Manage client servicing requests, including top-ups, transfers, redemptions, and withdrawals. Prepare client meeting packs and maintain accurate client records. Submit new business applications and update client documentation in internal systems (Dynamics and Elite). Ensure compliance with relevant regulations (FAIS, FICA) and maintain high standards of confidentiality. Assist with general office duties as needed.Minimum Requirements
Matric certificate. 35 years experience in client relationship management. Minimum of 3 years experience in a financial planning environment. Solid knowledge of risk and investment products and financial planning administration. Competency in MS Office (Excel, Word, PowerPoint). Familiarity with client data systems (e.g., Dynamics, Elite) is advantageous. Strong communication skills, both written and verbal. High attention to detail, accuracy, and numeric proficiency. Ability to work under pressure, multitask, and meet tight deadlines. Strong sense of responsibility, adaptability, and ownership.If you have not received any feedback within two weeks, please consider your application unsuccessful.
22 Jul 2025;
from:
gumtree.co.za