The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
Responsibilities:
Gather policy information, handle client enquiries (all existing business enquiries)
Arrange appointments between Wealth Adviser and clients (new and existing)
Follow up on applications and instructions
Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner
Assist clients with completing forms, check forms for correctness, FICA etc.
Maintain CRM systems, templates and other marketing initiatives for the practice
Build and maintain good working relationships
Paraplanning aspirations
Minimum Requirements:
Matric
RE 5 (Advantageous)
Relevant Financial Degree (Advantageous)
CFP (Advantageous)
2-3 years administration experience within the financial services industry
Computer literate (MS Outlook, Excel, Word, CRMs)
Skillset Required:
Telephone etiquette
Time management
Organising and planning
Presentable (client orientation)
Attention to detail
Open to engaging with clients
Problem solving skills
Team player
How to apply:
Candidates interested must apply on Indeed by no later than 31st October 2024.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Application Question(s):
Do you have aspirations to develop into a paraplanner?
Education:
High School (matric) (Required)
Experience:
Wealth administration: 2 years (Required)
License/Certification:
CFP / Postgrad in Financial Planning (Preferred)
BCom Finance Related Degree (Preferred)
Location:
Northcliff, Gauteng (Preferred)
Work Location: In person
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