Western Cape: Senior Wealth Assistant posted by Network Finance

Our client is a well-established financial services organisation operating within the wealth management and financial planning sector. This Senior Wealth Assistant role provides comprehensive administrative and operational support to Wealth Advisors, ensuring the seamless implementation of financial planning, retirement, investment, and risk management solutions for a diverse client base.

You will play a pivotal role in managing new business implementation, servicing existing client portfolios, maintaining regulatory compliance, and supporting advisors with the delivery of exceptional client experiences.
This is an opportunity to join a high-performing team where your technical knowledge, client service ability, and attention to detail will directly contribute to client satisfaction and business success.
If you enjoy working in a fast-paced environment, building long-term client relationships, and taking ownership of complex administrative processes, this role offers excellent professional growth and career development.

Key Responsibilities:

• Process new business applications for both new and existing clients.
• Ensure all client documentation is completed accurately and in line with internal policies and regulatory requirements.
• Follow up on outstanding business and documentation to ensure efficient processing.
• Assist with retirement claims and retirement fund administration.
• Facilitate transfers and investment-related transactions.
• Support the administration of life insurance and risk products.
• Assist with client reviews and financial planning administration.
• Attend to client queries, requests, and complaints professionally and efficiently.
• Maintain accurate client records and update databases regularly.
• Ensure compliance with applicable financial services legislation and internal standards.
• Assist with claims administration and other client servicing requirements.
• Build and maintain strong relationships with clients via telephone, email, and face-to-face interactions.
• Proactively manage workloads and prioritise tasks to ensure outstanding service delivery.

Job Experience and Skills Required:

• Matric.
• National Diploma in Wealth Management, Financial Planning, or a related field.
• Minimum 5 years’ experience within the investment or financial services industry.
• Minimum 3 years’ experience within a broker support or wealth administration environment.
• Strong understanding of investment, retirement, and risk products.
• Experience working with financial service provider platforms and online systems.
• Strong administrative and client servicing experience.
• Excellent communication skills in English and Afrikaans.
• Proficient in Microsoft Office Suite.

Competency Requirements:

• Strong attention to detail
• Excellent time management skills
• Proactive and self-motivated
• Results-driven mindset
• Strong client service orientation
• Ability to multitask and prioritise effectively
• Team player with strong interpersonal skills
• Ability to perform under pressure
• Strong organisational skills
• Effective communication and relationship-building capability

Apply now!
For more exciting Finance, Engineering, IT, Supply Chain, Commercial & Executive opportunities, please visit:
Network Recruitment International
I also specialise in recruiting within the following areas:
– Financial Managers
– Financial Accountants
– Financial Controllers
– Chartered Accountants
– Group Reporting & Consolidation Accountants
– Commercial Finance and FP&A professionals
If you have not received a response within two weeks, please consider your application unsuccessful. Your profile will, however, remain on our database for future suitable opportunities.
For more information, contact:
Ulrike Groenewald
Recruitment Consultant
.za