The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.Responsibilities:Gather Policy informationCompile a summary of informationPreparing of Client ReviewsPreparing proposals and client reviews according to set templateData capturingResearch product informationHandle new application and quotationsHandle and solve client enquiries (all existing business enquiries)Diary management for new and existing business casesDiary management for Wealth AdviserArrange appointments between Wealth Adviser and ClientsPrepare investment review appointmentsMaintain CRM systemRebalance and maintain existing portfoliosPrepare and distribute monthly/quarterly statementsManage Administrative Documentation (detailed records)Build and maintain good working relationshipsRecord details of transactionsMaintain Service Level agreement deadlinesDeal with Employee Benefit Service Related Queries.Manage policy renewalsEnsure FAIS ComplianceLoad new/existing business policiesMinimum requirements:Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)0-2 Years experience in the financial services industryStrong technical and administrative skillsCompetencies required:Customer ServiceCommunication skills (verbal & written)Time Management skillsProblem solvingAttention to detailTeam playerHow to apply:Candidates interested must apply on Indeed by no later than 25 September 2024. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.Job Type: Full-timeExperience:financial services: 1 year (Preferred)License/Certification:Financial Related Degree (Wealth) (Required)Location:Middelburg, Mpumalanga (Preferred)
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