The Wealth Management Associate provides administrative support to a Wealth Manager in all aspects of their portfolio. This job incumbent will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists. This position forms part of team of Wealth Management Associates to ensure continuous growth and development.

Duties and Responsibilities:
• Administrative support to Wealth Manager
o Financial needs analysis
o Client reviews and service calls
o Deal processing with institutions
o Coordination with in-house specialists
o Xplan and Commpay
o Preparing investment overviews

• Professional Liaison with clients and relevant institutions

o Professional use of communication tools with clients and institutions
o Knowledge of requirements of industry products
o Correspondence with clients and institutions – professional

• Legislative Compliance (FICA and FAIS)
o Ensure 100% compliance with FICA and FAIS
o Keep up to date with industry standards and legislation
o Ensure accurate advice records

Qualifications:
• Commerce or financial degree from a reputable tertiary institution
• CFP advantageous
• CFP or studying towards a postgraduate diploma in financial planning would be advantageous

Computer Literacy:
• MS Word
• MS Excel
• MS PowerPoint
• XPlan or other industry related packages

Skills/Competencies and experience:
• Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
• 1-3 years working experience in financial planning
Key Competencies:
• Keen interest in fintech systems
• Planning, organising and high attention to detail
• Highly numerate
• Ability to work very well in a team
• Fluent in English (verbal and written)
• Ability to take own initiative