Wealth Manager Assistant

About the position

Do you make all the magic happen in the background when it comes to Financial Planning?

Is this you?
If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning.

What you'll be doing (and why you'll enjoy it)
You will support established Wealth Managers with all the technical administration that needs to be done to help them prepare for client meetings. This includes presentations, ensuring all FICA documents are up to date, facilitating any transfers, changes or withdrawals. The role has potential to become more technical as you develop in the role. And if you are studying financial planning there are opportunities for you to move into other areas of the business.

Where you'll be doing it
You'll be joining a small, innovative, independent wealth management firm that provides customised financial planning services to retirement funds and their members. They have been going for over 7 years and have experienced phenomenal growth in the past few years. You'll be based in professional offices in Tygervalley, Bellville.

What you'll need
Yes you'll be an all-rounder and you'll be supporting in various areas of the business but this is a technical industry so you need to have gained experience in financial planning ideally doing all the relevant technical administration and support. A qualification in financial planning is highly advantageous.

What you'll get
You will be fast tracked into learning the business with the opportunity of becoming a Financial Planner where you will determine your salary and success. You'll get a market related salary and be supported by the best in the business. The sky is the limit here as they are dynamic and strive to do things differently.

How to apply
For a confidential discussion please contact Sarah on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem, just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Administrative Duties

Desired Work Experience:

• 1 to 2 years

Desired Qualification Level:

• Grade 12 / Matric