Wealth & Investment Admin Assistant

Overview

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in George.

The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Awesome career opportunity.

Requirements

• Bachelor’s degree (relevant field).
• Postgraduate Diploma in Financial Planning.
• CFP® (Certified Financial Planner) designation.
• Completed regulatory examination (e.g. RE5).
• Strong attention to detail.
• Excellent communication skills.
• Ability to work to deadlines and manage time effectively.

Responsibilities

Develop full understanding of investment products, including (but not limited to) : living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings.

Maintain and nurture relationships with clients.

Prepare client portfolio reviews at the required frequency (per CRM schedule).

Assist with switches, withdrawals, and general client enquiries.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.

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