Job Description

Wealth Administrator with NQF5 Financial Planning and minimum 6 years' experience in the Financial Services Industry required to provide an efficient administrative support function to Advisers, for a Wealth Company based in Tzaneen, Limpopo.
Minimum requirements:

• NQF5 in Financial Planning
• Progress towards a CFP and/or Postgraduate Diploma in Financial Planning highly beneficial
• Minimum 6+ years relevant work experience within the financial industry
• Valid driver's license and own vehicle

Responsibilities:

• Financial Planning support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance
• Documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures
• Prepare statement of advice documentation as required
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process
• Ensure report is accurate and that investment strategy is meeting customer's objectives
• Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates
• Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertake
• Prepare statement of advice documentation as required
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM systems

If you are a South African Citizen & your CV meets the above criteria, please send your CV to
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
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Skills Required