About the position
Are you the driver of all the technical admin that happens in the background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
We all know it's the Wealth Manager that consults with the client but the magic is in the support, without you, they simply can't look after their clients like they do. So you've worked in the industry, you know what it takes and you love it, yet you are still hungry to keep growing and learning in a support role.
You'll support the Wealth Managers with financial needs analysis, client reviews and service calls, processing, coordination with in-house specialists, preparing investment overviews, ensuring FICA and FAIS compliance and communicating directly with clients.
The company is a well-known and trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary services. You'll be office based in stunning corporate offices in Claremont, Cape Town and parking is provided.
You'll be working in a technical and regulated industry so a diploma in accounting, investments, or ideally financial planning is ideal with at least 3 years of working experience where you have gained solid admin experience in financial planning/wealth management. You need to be well-spoken, professional, and confident in your abilities as you will be dealing with clients. This role is office-based so living close to Claremont is highly advantageous.
You will get an opportunity to learn from the best while working in a great culture and environment where the client is the main priority. A nice, solid salary will be offered with the potential to eventually grow in the business.
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:
- well spoken
- Professional
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Diploma
