Wealth Assistant - PE - Financial Services
Wealth Assistant - PE - Financial Services
Posted on :
23-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
23-04-2025
Job Description
Description
Job Title: Wealth Assistant
Job Grade: B5
Location: Port Elizabeth
Division: Wealth Management
Employment Type: Permanent
Hire Resolves Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning reviews investment instructions and other related responsibilities as assigned.
Job Grade: B5
Location: Port Elizabeth
Division: Wealth Management
Employment Type: Permanent
Hire Resolves Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning reviews investment instructions and other related responsibilities as assigned.
Key Responsibilities
1. Client Servicing
- Collate investment/fund values performance statistics and client information from Astute.
- Prepare retirement planning investment proposals and client review packs.
- Assist in drafting or reviewing client wills in consultation with the Wealth Planner/Manager.
- Facilitate payments on behalf of clients through corporate saver accounts.
- Monitor and allocate client payments to relevant investment companies.
- Handle client queries and complaints in collaboration with the Wealth Planner/Manager.
- Support clients in obtaining tax certificates and related documentation.
- Apply Treating Customers Fairly (TCF) principles in all client interactions.
2. New Business Processing
- Execute client instructions related to investments and insurance in consultation with the Wealth Manager and submit required documentation to service providers.
- Gather outstanding documentation and schedule medicals or other assessments needed to finalize proposals.
- Confirm implementation of instructions with service providers.
- Provide written confirmation to clients regarding the of their instructions.
- Follow up on pending or incomplete client matters and keep the Wealth Planner informed.
- Ensure accurate and timely completion of internal forms and fee documentation in line with company policies.
- Compile detailed handover files for the Wealth Manager ensuring all compliance tasks are completed.
3. General Administration
- Ensure all client documentation complies with FICA and FAIS requirements.
- Schedule meetings and manage the Wealth Planners diary.
- Record all client interactions and update client records in accordance with internal policies.
- Maintain both hard copy and digital client files in line with company procedures.
- Bind official documents as needed.
- Handle postage and courier logistics.
- Provide relief support for Reception Administrative Assistant or Corporate Cash Manager roles.
- Perform additional ad hoc administrative tasks as required.
Qualifications and Experience
Minimum Requirements:
Matric (Grade 12
Advantageous:
Relevant tertiary qualification
Experience:
- Administrative experience in the financial services industry is essential
Key Competencies
Knowledge:
- Proficient in English and Afrikaans (spoken and written)
- Solid telephone etiquette
- Familiarity with financial products service providers and their platforms
- Computer literacy in Microsoft Word Excel and Outlook
Attributes:
- Professional friendly and presentable
- Reliable and serviceoriented
- Strong work ethic and resultsdriven
- Detailfocused
- Energetic and enthusiastic
- Collaborative and teamoriented
- Proactive with strong initiative
- Clear and effective communicator
- Organised with good planning and time management skills
- Capable of multitasking and handling pressure
Contact Hire Resolve for your next careerchanging move.
- Salary: negotiable.
- Our client is offering a highly competitive salary for this role based on experience.
- You can also visit the Hire Resolve website: or email us your CV:
- Alternatively you can also contact me directly at
- When applying via email please use Wealth Assistant as the subject line
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise.
Package & Remuneration
R180 000 R250 000 per annum
About Us
Hire Resolve is a Recruitment Agency in South Africa that focuses on working the following jobs in South Africa.
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
Civil Engineering jobs in South Africa. Johannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Mechanical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Electrical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Construction jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Quantity Surveying jobs in South AfricaJohannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Finance Recruitment Agency in South Africa focusing on the following disciplines.
Finance jobs in South Africa. Johannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Actuarial jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Investment jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Financial riskjobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Tax jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Audit Jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Mining Recruitment Agency in South Africa.
Mining jobs in Johannesburg Rustenburg Limpopo Northern Cape Mpumalanga and more.
Manufacturing jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
Supply Chain jobs inSouth Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
IT jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
View our jobs below.
Need staff. Email us.
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
Civil Engineering jobs in South Africa. Johannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Mechanical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Electrical engineering jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Construction jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Quantity Surveying jobs in South AfricaJohannesburg Cape town Durban Eastern Cape (Gqeberha and East London)
Finance Recruitment Agency in South Africa focusing on the following disciplines.
Finance jobs in South Africa. Johannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Actuarial jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Investment jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Financial riskjobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Tax jobsin South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Audit Jobs in South AfricaJohannesburg Cape town Durban Eastern Cape(Gqeberha and East London)
Mining Recruitment Agency in South Africa.
Mining jobs in Johannesburg Rustenburg Limpopo Northern Cape Mpumalanga and more.
Manufacturing jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
Supply Chain jobs inSouth Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
IT jobs in South Africa. Johannesburg Cape Town Durban Eastern Cape(Gqeberha and East London)
View our jobs below.
Need staff. Email us.
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
