EE Wealth Assistant

About the position

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 Financial Advisors but you're keen to make a change and take on more technical responsibilities and grow in the world of financial planning.

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. You'll be based in gorgeous offices in Menlyn, Pretoria.

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. Matric is a minimum requirement and you need to be fluent in 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.

How to apply
For a confidential discussion please contact Claudette Du Preez 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:

• Administration

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Grade 12 / Matric