Our client, a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team.
This graduate-level role is an exceptional springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth Advisors and paraplanners, providing crucial administrative support and engaging directly with clients to ensure a seamless service experience.
Key Responsibilities:
Client Support & Liaison: Actively support Wealth Advisors in acquiring, retaining, and maintaining valuable client relationships. Follow up promptly on client servicing requests.
System & Data Management: Update and scan client information using internal systems (Dynamics and Elite). Obtain Astute downloads and request updated client investment and policy statements.
Transaction Processing: Submit all new business applications. Process ongoing servicing requests, including top-up payments, withdrawals, redemptions, and Section 14 & 37 transfers.
Meeting & Sales Preparation: Assemble comprehensive meeting packs for client reviews. Compile requested quotes, fact sheets, and assist with policy and balance sheet preparation.
Provider Collaboration: Support the sales and record-maintenance interactions between various product providers, their consultants, and the wealth advisors.
Office Administration: Help with general office functions and ad-hoc administrative tasks as needed.
Requirements:
Education: A relevant tertiary qualification in Finance, Investment Management, or a related field.
Experience: Matric certificate accompanied by 12 years of experience in client relationship management.
Technical Skills: Excellent knowledge of common office software (MS Word, Excel, and PowerPoint), alongside a good understanding of managing client data.
Core Competencies: Strong numeric competency, strict attention to detail, and sound written and verbal communication skills.
Work Ethic: High levels of accountability, responsibility, and trust. You must be adaptable, able to multitask, and thrive under pressure in a high-volume environment.
Growth Mindset: A strong willingness to learn the specialized legal, compliance, and systems demands unique to the financial planning busines
Wealth Advisor Administrator | Pretoria • Pretoria, South Africa
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Underta... Show more
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Underta... Show more
