Job Description

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS:

• Matric
• Tertiary qualification (3-year degree) in finance or commerce
• 13 years' experience in an administrative role within the financial services industry
• 35 years' experience in financial services with exposure to investments, sales, financial planning, and estate planning
• Computer literate, with proficiency in Microsoft Office Suite
• Sound understanding of investment and fiduciary services
• Valid drivers license
• Ability to quickly learn and grasp the companys business model, products, and services
• Awareness of competitor activities and offerings in the market

DUTIES:

• Service existing private clients allocated to the teams client book.
• Build and maintain trusting relationships with private wealth clients, fostering confidence and goodwill.
• Contact qualified leads, set up and close appointments for wealth specialists.
• Attend to client queries and requests promptly and professionally.
• Handle, maintain, and track all leads, ensuring follow-up within company timelines.
• Maintain and reconcile daily recon templates and performance figures for the Wealth Specialist team.
• Liaise with clients and ensure communication meets company guidelines.
• Use the companys CRM system fully and accurately.
• Make and confirm appointments for wealth specialists and prepare necessary documentation.
• Check deal packs, cover schedules, and will applications for completeness and accuracy before submission.
• Assist with outstanding requirements needed to complete deals.
• Understand the companys products to assist clients with their queries.
• Ensure compliance with FAIS Act, FSB regulations, and internal company compliance requirements.
• Handle new business administration, terminations, and complaints compliantly and fairly.

HOURS:

• Monday to Friday: 08:00 17:00

Skills Required