Job Description
Our client is seeking a Wealth Administrator to join the Port Elizabeth team, Assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies. Prepare and present financial analysis, including asset allocation, risk profiling, and portfolio recommendations. Draft client reports and documentation, ensuring compliance with regulatory standards. Maintain up-to-date knowledge of financial products, regulations, and industry best practices. Conduct research on financial products, strategies, and market trends to support financial planning decisions. Serve as the primary point of contact for clients, building strong, long-term relationships through excellent communication and service. Actively engage with clients to understand their financial needs, objectives, and concerns. Provide regular updates on financial plans and portfolio performance, ensuring clients are informed and confident in their ...