Job Opportunities in South Africa
September 13, 2024
PSG Konsult Ltd.
Middelburg
OTHER
Wealth Adviser Assistant (ADP) | Middelburg, Mpumalanga
Designation:
Wealth Adviser Assistant (ADP) | Middelburg, Mpumalanga
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
13 Sep 2024
Reference Number:
POS38605
Closing date:
25-Sep-2024
Position Type:
Permanent
Location:
Middelburg Mpumalanga
Overview:
VACANCY | WEALTH ADVISER ASSISTANT (ADP) | MIDDELBURG, MPUMALANGA | 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 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:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3b D2i AK by no later than 25 September 2024. 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
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 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 applications 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
- 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
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem-solving
- Attention to detail
- Team player
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3b D2i AK by no later than 25 September 2024. 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
We regret to inform you that this job opportunity is no longer available
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