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  • Posted: Mar 10, 2020
    Deadline: Not specified
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    SET Consulting, a Level 2 BBBEE specialist agency focused on placing Financial, Accounting and IT professionals within five niche sectors: - Financial services - Professional services - Commerce - IT - The public sector We have worked extensively in the 'big four'​ audit space; commerce and industry; and with South Africa’s maj...
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    Wealth Administrator

    Wealth Administrator

    R15k - R18k CTC

    An excellent career opportunity with a leading financial services group to provide administrative support to the Wealth Manager.

    Key Responsibilities

    Administrative support to Wealth Manager:

    • Financial needs analysis
    • Client reviews and service call
    • Deal processing with institutions
       

    Professional Liaison With Clients And Relevant Institutions

    • Knowledge of requirements of industry products
    • Correspondence with clients and institutions - professional
       

    Legislative Compliance

    • Ensure 100% compliance with FICA and FAIS
       

    Qualifications & Experience

    • Bachelor of Commerce/ Relevant Financial degree, CFP (advantageous)
    • 1-3 years working experience in Financial Planning
    • Experience & knowledge of FICA, FAIS and financial needs analysis

    Method of Application

    Interested and qualified? Go to SET Consulting SA on www.jobplacements.com to apply

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