Wealth Adviser Assistant (ADP) | Waterkloof Glen, Pretoria, Gauteng at PSG Konsult Ltd

Job description:

• The Adviser Assistant is responsible for providing support to Financial Advisors, specifically focused on investment and retirement proposals, monthly portfolio reviews, client service, and processes, communicating with clients by phone and or email. The assistant will also be responsible for filing and updating the internal system

Responsibilities:

• Assist and support Adviser by dealing with client queries telephonically or by written correspondence as required.
• Gather policy information.
• Research product information.
• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
• Provide ongoing feedback to clients.
• Prepare and implement investment/retirement proposals.
• Process new business applications (capturing and quality checking).
• Responsible for monthly reviews of client portfolios.
• 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.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Prepare and distribute client communication.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports.

Minimum Requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• 1-2 Years experience in Financial Services Industry
• RE5 will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Well Presented and energetic
• Open to engaging with clients
• Analytical Skills
• Planning and Organising skills
• Prioritization
• Team player
• Problem-solving skills
• Good time management and deadline driven