Wealth Assistant at The Talent Expert

Is this you?

• You’ve worked in a support role supporting Wealth Managers or Financial Planners but you’re keen to make a change and take on more technical responsibilities and grow in the world of wealth management.

What you’ll be doing (and why you’ll enjoy it)

• You will be responsible for processing new business and general administration tasks. It includes ensuring compliance with company policies, implementing client instructions for investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing client complaints, updating records, and completing fee forms promptly.

Where you’ll be doing it

• You’ll be joining a small, innovative, independent firm that provides customized financial planning services to retirement funds and their members.
• They have experienced phenomenal growth over the past few years and are still growing.
• You’ll be surrounded by vibrant colleagues who are all passionate about looking after their clients. You’ll be based (full time) in gorgeous offices in Menlyn, Pretoria.

What you’ll need

• Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement.

What you’ll get

• You’ll get to work in an amazing environment with a culture like no other.
• The business is growing so everyone is thriving and growing in their careers so you’ll be given plenty of opportunities to grow in your career and move into areas where your strengths lie. The role will start as a support role but the opportunities are endless.
• A market-related salary will be offered as well a discretionary annual performance bonuses.