Wealth Adviser Assistant / Para-Planner (East Rand)

Wealth Adviser Assistant / Para-Planner (East Rand)

SET Recruitment Consultants | Cape Town, WC, ZA

Posted 13 days ago

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Wealth Adviser Assistant / Para-PlannerRKEast Rand (Gauteng)Excellent career opportunity with a leading financial services investment holding company. The successful candidate will be responsible for paraplanning and execution after meetings.You will be responsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities:Gather Policy informationResearch product informationHandle new application and investment quotationsHandle and solve client enquiries (all existing business enquiries)Diary management for new and existing business casesPrepare investment review appointmentsMaintain CRM systemRebalance and maintain existing portfoliosPrepare and distribute monthly/quarterly statementsManage Administrative Documentation (detailed records)Record details of transactionsManage policy renewalsImplement new businessMinimum requirements:Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)2 years relevant work experience within the financial services industryPlease apply online.