Job Description
- 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
- Resolve and manage admin related queries or issues with clients directly
- Manage preparation of client review packs
- Apply basic knowledge of the FAIS General Code of Conduct in daily work
- Draft and/or check Record of Advice and Replacement disclosure forms
- Ensure CDD on all clients based on their risk profile according to FICA and company RMCP
- Ensure a basic level of product knowledge by keeping up to date with products
- Compile proposal documents based on the Wealth Manager instruction
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines
Requirements:
- Commerce or financial degree (advantageous)
- 3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors
- CFP designation (advantageous)
- RE5 (advantageous)
- Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
- MS Office Suite
- XPlan (advantageous)
- Ability to prioritise, organise and plan around large amounts of information
- High attention to detail
- Keen interest in Fintech systems
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