Wealth Adviser / Financial Planner Assistant

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
• Customer Service
• Client Relationship Management
• Gather Policy information
• Data capturing
• Compile a summary of information
• Onboarding, preparation and follow up and completion of reviews, new business, servicing and compliance
• Handling and solving of client enquiries
• Handling of new application and quotations
• Manage administrative documentation
• Maintaining CRM systems
• Maintain SLA deadlines
• Ensure Advisers maintain compliance, FAIS and review statistics
• Compliance records and FICA updates