Job Description :
This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office.
In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning and investments.
Responsibilities:
Financial Planning and investment administrative support
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Gathering Policy information
Compiling a summary of information
Handling of new application and quotations
Maintaining CRM systems
Data capturing
Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
Handle and solve client enquiries (all existing business enquiries)
Ensure clients' myPractice and OneDrive profiles are updated and accurate.
Manage Administrative Documentation (detailed records)
Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
Maintain Service Level agreement deadlines
Ensure that advisers maintain high compliance, FAIS and review statistics. Compliance records and FICA updates to be at standard and comply with the company standard documents, policies and procedures
Attend regular product, platform and process training and participate in personal professional development initiatives
Comply with administrative standards and procedures as implemented by the administration manager.
Initiate open and constant communication with advisers to ensure effective workflows
Minimum requirements:
Completed Grade 12 Certificate
Relevant Financial or Industry related Qualification (Advantageous)
3 - 5 year's relevant wealth management experience (Investment knowledge is preferred)
Proficient in both spoken and written English as well as one other official South African Language
Proficient in Microsoft Office
Competencies:
Strong Administration, Organising and planning skills
Communication and interpersonal skills
Attention to detail
Problem solving
Analytical skills and able to handle admin pressure
Ability to operate independently and a
Resilience
Closing date: 18-Jun-2026