Description:
- Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Adviser
- Provide ongoing feedback to clients.
- Preparing and implementing investment proposals.
- Processing of new business applications (capturing and quality checking).
- Follow up on applications and instructions
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Prepare cash flow analysis and retirement planning calculations.
- Dealing with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.
Requirements:
- Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Adviser
- Provide ongoing feedback to clients.
- Preparing and implementing investment proposals.
- Processing of new business applications (capturing and quality checking).
- Follow up on applications and instructions
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Prepare cash flow analysis and retirement planning calculations.
- Dealing with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.
- Post graduate diploma in Financial Planning or BCom qualification
- At least 3 years relevant work experience in Financial Services industry
- RE5 qualification will be a requirement
- Proficient in both spoken and written English and Afrikaans
- Computer literacy (MS Office)
- Post graduate diploma in Financial Planning or BCom qualification
- At least 3 years relevant work experience in Financial Services industry
- RE5 qualification will be a requirement
- Proficient in both spoken and written English and Afrikaans
- Computer literacy (MS Office)
19 Mar 2025;
from:
careers24.com