Wealth Administrator at SET Consulting SA March, 2020

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- Wealth Administrator at SET Consulting SA
Posted: Mar 10, 2020

Expires: 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'â€‹ audit space; commerce and industry; and with South Africa’s major banks over the...
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Wealth Administrator
- Job Type Full Time
- Qualification Bachelors
- Experience 1 - 3 years
- Location Western Cape
- City Cape Town
- Job Field Finance / Accounting / Audit
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
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Method of Application

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

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Wealth Administrator at SET Consulting SA

Wealth Administrator

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