Wealth Adviser Assistant

September 12, 2024

PSG Wealth Financial Planning

Pretoria

FULL TIME

Responsibilities:

Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's standard documents, policies, and procedures
Prepare statements of advice documentation as required
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting the customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving client enquiries
Handling of new applications and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems

Minimum Requirements:

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
At least - 5 years of relevant work experience within the financial industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)

Skills and competencies: