South Africa: Wealth Manager Assistant posted by Fouche & Co Recruitment

About the Role

Our client operates within the financial services industry, providing specialist wealth and investment advisory services. They have an established national presence and a long-standing track record in the sector. The role is based in a well-supported office environment within a growing business unit.

Key Responsibilities

• Handle daily client queries and incoming calls
• Prepare client packs for new business and annual reviews
• Maintain and update the client statement portal monthly
• Support the client compliance and review processes
• Book and coordinate client appointments
• Manage and maintain a database reflecting client engagement and product uptake
• Oversee the client onboarding and new business pipeline
• Assist with claims processes as required
• Provide general office administrative support as needed (e.g. planning client events)
• Ensure all tasks are completed accurately and timeously

Requirements

• Minimum of 2–3 years’ experience as an assistant to a financial planner, wealth manager, or broker consultant
• Matric essential; a tertiary qualification in financial services and/or regulatory exams is highly advantageous
• Proficient in Excel and knowledge of industry platforms
• Own Vehicle
• Office-based role, Monday to Friday, 8am to 4pm

Qualifications

• Matric
• Tertiary qualification in financial services (if applicable)

Salary & Benefits

R23 000 – R26 500