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Cape Town City Centre: Wealth Management Associate

Cape Town City Centre: Wealth Management Associate

Posted on 2025-04-18 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Cape Town Region  / Cape Town City Centre

Job Summary

Key Responsibilities: Prepare and collate new client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with external and internal providers on client specific queries and implementation of instructions. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager. Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements). Apply basic knowledge of the FAIS General Code of Conduct in daily work. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards. Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance Ensure a sound level of product knowledge by keeping up to date with products used by service providers. Compile proposal documents based on the Director (Wealth Manager) instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based on Director (Wealth Manager) recommendations and instructions. Construct & produce Asset Allocation reports for existing clients. Construct & produce Proposals for both new and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation of meeting packs for Family Office clients. Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals. Assisting the Associate Team and Pod with complex structure onboarding both locally and offshore. Constant innovation of client reports. Provide technical support e.g. performance queries (using Morningstar Direct analysis software). Assist in the development and maintenance of wealth management products / strategies. Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons. Qualifications, Skills and Experience: A related BComm or BBusSci degree and a Postgraduate Degree in Financial Planning (advantageous) CFP designation advantageous RE5 advantageous Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA 3-5 years working experience in the financial planning environment Preparing detailed and complex proposals and financial needs analyses for clients. Ability to prioritise, organise and plan around large amounts of information and tasks. Ability to execute on a wide variety of tasks with accuracy and within required timeframes. High attention to detail and low tolerance for errors Highly numerate Punctual Ability to work very well in a team. Fluent in English (verbal and written) and must be confident in communicating with clients telephonically. Ability to take initiative. Keen interest in Fintech systems Fast learner

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