September 12, 2024

PSG Konsult

Middelburg

FULL TIME

Wealth Adviser Assistant

The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
Responsibilities:

Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Preparing proposals and client reviews according to set template
Data capturing
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
Arrange appointments between Wealth Adviser and Clients
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Deal with Employee Benefit Service Related Queries.
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies

Minimum requirements:

Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
0-2 Years experience in the financial services industry
Strong technical and administrative skills

Competencies required:

Customer Service
Communication skills (verbal & written)
Time Management skills
Problem solving
Attention to detail
Team player

How to apply:
Candidates interested must apply on Indeed by no later than 25 September 2024. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience: