SENIOR WEALTH ASSISTANT at Competent Candidates
Competent Candidates (PTY) LTD
- R Undisclosed
- Permanent Senior position
-
Bellville
- Posted 06 May 2025 by Competent Candidates (PTY) LTD
- Expires in 28 days
-
Job 2609638 - Ref 0825A EW ASSIS
About the position
Your:
- Formal Education:
- Matric
- NQF 5 & 6 would be advantageous (In Wealth Management)
- Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
- Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)
will enable you to:
Processing new business for new and existing clients:
- Ensure all documentation and information is prepared in accordance to company policies
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
- Handling of retirement claims, mainly focusing on Public sector funds.
- Section 14 & Section 37 transfers
- Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
- Facilitate the Transfer from Living Annuity to Life Annuity process
Servicing of existing clients:
- Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor
- Make payments on behalf of clients through the Investec corporate saver account
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor
General Administration:
- Ensure that client documentation is in compliance with FICA & FAIS legislation
- Recording of client interaction and updating of client records upon completion of interaction
- Maintain client record and database according to company policies
- Attend to Death Claim processes and documentation
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Assistance with Wealth Special Projects on ad-hoc basis
- Actively building relationships with clients via telephone, in person and via email.
- Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
Desired Skills:
Competent Candidates (PTY) LTD
About the agency
Who are We
Competent Candidates is a provider of cost effective, professional Human Resources services, focused on Skills Development and Talent Management.
We are a proud Level 1 contributor to Broad Based Black Economic Empowerment, focused on providing cost effective solutions to meet the expectations of our clients.
The passion for talent identification and people development is supported by our focus on the implementation of technology to add value.
Our network of experienced staff and associates ensures that all possible alternatives are compared to find the best possible solutions for the benefit of our clients.
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