Wealth Planner Assistant - Bellville Verfied

R 25 000 per month Bellville, Western Cape Bellville, Western Cape more than 14 days ago 04-12-2019 12:37:04 PM
29-01-2020 12:37:04 PM
Job Title Wealth Planner Assistant
Division Efficient Wealth
Location Bellville

Permanent
Purpose statement
Position in the organisation
Reports to:
Executive: Wealth Services
Wealth Planner (dotted line supervision)
Job objective To assist the Wealth Planner in the administration and implementation of clients’ financial planning and investment instructions

Duties:
Processing new business
1. Ensure all documentation and information is prepared in accordance to company policies
2. Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Planner and submission of
relevant documentation to appropriate service providers
3. Obtain confirmation from service providers regarding implementation of instructions above
4. Written communication/confirmation to clients’ regarding investment instruction implementation
5. Follow up on outstanding/incomplete client business and consult with/remind the wealth planner
6. Prepare an extensive handover file for the Wealth Manager, ensuring that inter alia that all compliance tasks have been completed

Processing new business of existing clients
1. Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Planner and submission of
relevant documentation to appropriate service providers
2. Obtain confirmation from service providers regarding implementation of instructions above
3. Written communication/confirmation to clients’ regarding investment instruction implementation
4. Follow up on outstanding/incomplete client business and consult with/remind the wealth planner
3. General Administration 1. Ensure that client documentation is in compliance with FICA & FAIS legislation
2. Scheduling meetings for Wealth planner and organising diary
3. Diarise and follow up business leads in consultation with Wealth Planner
4. Attend to client complaints and enquiries in consultation with Wealth Planner or designated Wealth Manager
5. Recording of client interaction and updating of client records upon completion of interaction
6. Maintain client record and database, both hard copies and electronically according to company policies
7. Attend to Death Claim processes and documentation
8. Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy

Job Evaluation Criteria
Formal Education
• Matric
• RFP 1 + 2 would be advantageous

Experience:
• Administrative/secretarial experience is essential
• 2-3 years’ experience in the investment financial services industry

Core requirements
Competencies Knowledge
Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)
Proficient in Afrikaans and English (read, write, speak)
Competent on service providers’ website functionalities’
Service provider products Personal Attributes
Initiative and proactive
Time management
Enthusiasm and drive
Persuasive communication
Results driven
Service delivery
Team player
Ability to work under pressure
Attention to detail
Ability to multitask and prioritise

Only short-listed candidates will be contacted.