Wealth Assistant
Location: Bellville, Cape Town
Salary: Market related
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful?
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 Tygervalley, Cape Town.
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 and you need to be fluent in Afrikaans and English.
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 as annual performance bonuses.
How to apply
For a confidential discussion please contact Claudette Du Preez on (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za
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