Job Description
Synopsis:
A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.
Job Description:
Job Description/Duties:
• Assisting Financial Planners in all their administrative tasks
• Research product information
• Prepare financial planning and investment proposals
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Minimum Requirements:
• Matric Qualification
• BCom degree (Advantageous)
• Previous experience and worki...