Wealth Administrator at CA Financial Appointments February, 2023

- Wealth Administrator at CA Financial Appointments
- View Jobs in Banking / Financial Services / View Jobs at CA Financial Appointments
Posted: Feb 10, 2023

Deadline: Not specified
- Save
- Email
- @gmail.com
- @yahoo.com
- @outlook.com
Since inception in 1997, CA Financial Appointments has strived to deliver a service referred to by many of our candidates and clients as extraordinary, garnering a successful and reference-able track-record as a specialist financial recruitment agency.

We operate out of two further specialised divisions within the business – commercia...
Read more about this company

Wealth Administrator
- Job Type Full Time
- Qualification Bachelors
- Experience 3 - 5 years
- Location Western Cape
- City Cape Town
- Job Field Data, Business Analysis and AI
Job Description
- Leading Wealth Manager in the North is looking for a Wealth Administrator / Paraplanner to join their growing team. If you qualify please apply today!
Responsibilities:
- Gather policy information
- Research product information
- Compile & process of investment & risk policy applications and quotations
- Prepare and implement financial planning & investment proposals
- Handle and solve client enquiries
- Maintain Client Relationship Management system
Requirements:
- RE5 Regulatory Exam (advantageous)
- Clear understanding of investment and risk products
- Sound knowledge of Microsoft Word, Excel, and Outlook
- Can handle multiple projects at the same time
- 3-5 years of investment / financial planning environment experience is required
Check how your CV aligns with this job

Method of Application

Interested and qualified? Go to CA Financial Appointments on jobs.ca.co.za to apply

Build your CV for free. Download in different templates.
Share
- Save
- Email
- Report
Send your application

Your Name Your Email Your Phone Number Your Current Location Subject of your Application Your cover letter
Attach your CV/Doc

View All Vacancies at CA Financial Appointments Back To Home
View Current vacancies at CA Financial Appointments

Jobs You Might Be Interested in

Related Companies Hiring Now

Career Advice

View All Career Advice

Send this job to a friend

Did you notice an error or suspect this job is scam? Tell us.

Wealth Administrator at CA Financial Appointments

Wealth Administrator

Method of Application

Send your application

Related Companies Hiring Now

Career Advice

Send this job to a friend

Did you notice an error or suspect this job is scam? Tell us.

Wealth Administrator at CA Financial Appointments

Wealth Administrator

Method of Application

Send your application

Related Companies Hiring Now

Career Advice

Subscribe to Job Alert