Wealth Administrator, Gqeberha

Job Description

·         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 financial journey.

·         Address client inquiries, resolving any issues promptly and professionally.

·         Coordinate and facilitate client meetings, ensuring all necessary materials and documents are prepared

·         Support the implementation of financial plans by liaising with third-party providers, such as insurance companies or investment managers.

·         Assist in onboarding new clients and preparing them for a seamless financial planning experience.

·         Work closely with other departments, such as compliance and administration, to ensure accurate execution of tasks related to client financial plans.

·         Adhere to all compliance in terms of FICA and FAIS regulations.

·         Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements.

·         General office management duties and/or administrative tasks within other divisions of the business that may be required from time to time.

Requirements

·         Grade 12

·         Relevant 3 year Diploma preferred

·         RE 5 qualification preferred

·         At least 1 years of experience in a working corporate environment

·         Proficiency in MS Office

Requirements
• Grade 12 • Relevant 3 year Diploma preferred • RE 5 qualification preferred • At least 1 years of experience in a working corporate environment • Proficiency in MS Office