Senior wealth assistant

A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team.

Qualifications Formal Education: Matric National Diploma in Wealth Management/Financial Planning, or related. 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) Responsibilities 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 I...