George: Wealth & Investment Admin Assistant posted by Headhunters

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in George.

The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Awesome career opportunity.

Requirements:

• Bachelors degree (relevant field).
• Postgraduate Diploma in Financial Planning.
• CFP (Certified Financial Planner) designation.
• Completed regulatory examination (e.g. RE5).
• Strong attention to detail.
• Excellent communication skills.
• Ability to work to deadlines and manage time effectively.

Responsibilities, but not limited to:

Product Knowledge

• Develop full understanding of investment products, including (but not limited to): living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings.

Value Chain / Client Relationship Management

• Maintain and nurture relationships with clients.
• Build productive working relationships internally and externally in the financial services environment.
• Propose investment/solution strategies aligned with client goals, needs, and objectives.

Portfolio Reviews

• Prepare client portfolio reviews at the required frequency (per CRM schedule).
• Ensure reviews are completed within SLA timeframes.
• Format reviews correctly, ensure accuracy, and record them in CRM.
• Discuss reviews with clients, capture feedback in CRM.
• Review client Wills annually as appropriate.

General Administration & Client Service

• Assist with switches, withdrawals, and general client enquiries.
• Provide tax-related assistance to clients.
• Manage annual fee renewals.
• Oversee Section 37 & 14 transfers (or assorted fund transfers).
• Authorize payments (e.g. via internal systems).
• Support new business after client onboarding.
• Ensure all client interactions, administration, and communication is captured in CRM.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.