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Wealth Administrator | Tyger Valley, Bellville
PSG Konsult LtdBellville, ZA3 days ago
Job descriptionFinancial Planning support Formulate effective financial plan documents and / or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Prepare statement of advice documentation as required. Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model. Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations) Maintain Service Level Agreement deadlines Manage policy renewals Customer Service Manage Administrative Documentation (details records) Client Relationship Management Gather Policy information Compile a summary of information Research product information Handling and solving of client enquiries Handling of new application and quotations Reporting of new business statistics Maintaining CRM systems Grade 12 (NQF5 Wealth Management / B.Com Financial Degree advantageous) RE5 (Representative Regulatory Exam) compulsory At least 7 year’s relevant work experience within the financial / Insurance industry in similar role Proficient in both spoken and written English and Proficient in both spoken and written English, and at least one other of the official South African languages Accounting / Financial Services jobs
Job title : Wealth Administrator | Tyger Valley, Bellville
Job Location : Western Cape, Bellville
Deadline : October 25, 2025
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Administrator • Bellville, ZA
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