Wealth Adviser Assistant | Faerie Glen at PSG Konsult Ltd

Job description:

This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

Responsibilities:

• Financial advice and planning
• Handle and solve Client enquiries
• Compile and process of new policy applications, administration, and compliance
• Business maintenance and development
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Prepare statement of advice documentation as required
• Prepare of insure review appointment

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam for Representatives passed (RE5)
• At least 2 - 5 year’s relevant work experience within the financial industry
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English.
• Computer literacy (MS Office)
• Recommended requirements:
• RE5

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently and a
• Resilience