106 Investec jobs in South Africa

Discovery Connect
*Learnership: Wealth Management
About Discovery *
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Connect
Discovery Connect uses the world's foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery's products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.

Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

Personal Attributes And Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education And Experience
Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To provide strategic and tactical direction, leadership, and integration of Wealth Management and Financial Planning propositions within Consult. The role is responsible for the design, build and implementation of Consult Wealth management and financial planning solutions, therefore enabling advisers with holistic financial planning solutions, ensuring client-centric advice, and embedding Consult wealth management and financial planning solutions across products and services. This includes providing thought leadership, driving innovation, strengthening technical advice capability, and building a culture of sustainable financial wellness. The role will support, lead, and enable Consult in aligning Wealth Management and Financial Planning strategies with business objectives, adviser growth, and client outcomes.

Requirements

• Bachelor's degree in finance, Business Management, Economics, or related field (Master's degree preferred).

• Postgraduate Diploma in Financial Planning.

• Certified Financial Planner (CFP) designation (essential).

• Additional professional certification such as CFA (advantageous).

• Minimum 5 - 8 years of experience in financial services and wealth management.

• At least 5–8 years' experience within the corporate financial advice and distribution sector.

• Proven experience in managing financial adviser networks and enabling advice-led distribution.

• 3–5 years' exposure to specialized investments and wealth management propositions.

Duties & Responsibilities

Formulation, implementation and promotion of the strategic wealth strategy and financial planning whereby providing thought leadership across Consult (Internal perspective):

• Design, implement, and promote the Wealth Management and Financial Planning strategy, providing thought and execution leadership across Consult.

• Contribute and communicate forward-thinking Wealth and Financial Planning frameworks and advice processes, ensuring alignment to Consult priorities.

• Contribute to thought leadership internally and across the industry, driving continuous innovation, vertical integration and business transformation.

• In alignment with the Advice philosophy, develop and execute specific Wealth Management and Financial Planning strategies that address the unique requirements of Consult while maintaining consistency with the overall strategic vision.

• Oversee the creation and execution of tailor-made Wealth and Financial Planning processes, tools, and advice standards that enable high-quality, consistent and compliant client outcomes.

• Collaborate with implementation teams to ensure seamless execution of both wealth and financial planning initiatives.

• Ensure that Wealth and Financial Planning frameworks, methodologies and advice processes adhere to FAIS (inclusive of being CoFi-ready), regulatory requirements, governance frameworks and industry best practices.

• Develop and implement tailored risk management strategies for Consult, ensuring proactive identification and mitigation of emerging risks.

• Conduct research to stay at the forefront of market trends, investment strategies, economic developments, financial planning practices and legislative changes.

• Analyse data and research to identify unique opportunities and challenges within Consult, enabling data-driven decisions.

• Partner withbusiness development teams to identify growth opportunities, enhance adviser productivity, and attract new clients.

• Drive strategies to increase, retain and grow assets under management, assets under advice and quality of financial plans delivered, ensuring both profitability and client-centricity.

• Create and promote the connection between the Investment Philosophy, Risk Profile, Elite Wealth Process and Financial Planning frameworks, ensuring integration and consistency in deployment.

• Act as the key relationship manager with providers, strategic partners and Momentum Investments, ensuring effective collaboration and delivery.

• Drive and influence both the investment behaviour and financial planning discipline of advisers based on the Momentum Advice philosophy.

• Promote structure, fee optimisation and financial planning standards to deliver sustainable client outcomes and business growth.

Lead and grow Wealth management and financial planning in Consult to contribute to client growth, engagement and sound financial advice (Client perspective):

• Drive a client-centric culture by ensuring high-quality, holistic financial planning advice.

• Partner with advisers and FP's to enhance client retention, engagement and financial wellness outcomes.

• Align financial planning solutions with clients' needs, risk profiles and long-term objectives.

• Leverage insights, research and market trends to continuously refine advice strategies and propositions.

• Strengthen client trust through transparent practices and structure optimisation.

• Work in conjunction with brand and marketing manager to enable GM's, FDM's and advisers to deploy effective strategies towards client growth, engagement and sound financial advice.

Effectively lead team (People):

• Lead and inspire a high-performing team of financial planning specialists within Consult.

• Recruit, develop, and retain talent aligned to Employment Equity and business growth priorities.

• Foster a collaborative, inclusive culture that empowers advisers and consultants to thrive.

• Build leadership bench strength through mentorship, coaching and succession planning.

Ensure efficient and effective practice (Finance):

• Lead financial planning strategy to contribute to revenue growth, assets under management and cost efficiency.

• Identify and unlock growth opportunities through financial planning-led solutions.

• Ensure effective financial governance, budget management and risk oversight.

• Promote efficiency and sustainability by embedding cost-effective practices and digital enablement.

• Enable integration with Wealth Management solutions to maximise financial outcomes for clients and Consult.

Competencies

• Business Acumen: Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group

• Collaboration: Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.

• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity

• Impact and Influence: Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.

• Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

• Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.

• Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation.

• Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

• Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.

• Growing Talent: Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMH by providing opportunities and experiences to develop skills, competencies and business knowledge.

• Strategic Thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.

Job Description

To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures

To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs
• Identify process improvements in order to save costs
• Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss
• Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
• Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timeous reports on operations, performance and audit findings
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability
• Plan and organise own tasks to make sure that performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

07/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Description
To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures

To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs
• Identify process improvements in order to save costs
• Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss
• Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
• Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timeous reports on operations, performance and audit findings
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability
• Plan and organise own tasks to make sure that performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
07/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Job Description
To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures

To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs
• Identify process improvements in order to save costs
• Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss
• Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
• Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timeous reports on operations, performance and audit findings
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability
• Plan and organise own tasks to make sure that performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

*Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. *
20/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential: Grade 12 / Matric

Advantageous: Diploma or undergraduate degree

Essential: A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential: Experience in Elite Wealth or other CRM system/s.

Essential: Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

Essential: An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits.

Key responsibilities include:

• Communicating with clients telephonically and electronically.
• Compliance: FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture - on CRM system (Elite Wealth) - updating existing and new client info & record keeping (workflows / tasks).
• Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits.
• Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparation of client quotes and comparisons with the various Financial Service Providers.
• Working with the paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• General admin support.

Job requirements include:

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven.
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of the industry's professional terminology.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

Role Purpose

To develop theoretical knowledge and practical skills through a comprehensive learnership program which enables professional growth, and fosters a foundation to increased employment opportunities.

Requirements

• Grade 12/Matric (Essential).
• Diploma/Degree in Marketing/Sales or equivalent (Essential).
• Must reside around Centurion, Pretoria.
• Must be between the ages of years.

Duties and Responsibilities

PROCESS

• Participate actively in classroom sessions and practical onthejob training, aligning tasks with the requirements of the learnership program.
• Develop a deep understanding of the companys products, policies, and procedures, crucial for successful onthejob training activities.
• Compile a comprehensive portfolio of evidence, meticulously prepared for submission to SETA.
• Maintain detailed logbooks for workbased learning, ensuring a thorough record of practical experiences.
• Successfully complete formative and summative assessments, achieving the required proficiency level.
• Demonstrate adeptness in utilising company systems and grasping operational processes, ensuring efficient workflow.

CLIENT

• Foster and nurture relationships with clients, internal, and external stakeholders, cultivating a network built on trust and respect.
• Adhere to service level agreements for clients and stakeholders, managing expectations effectively.
• Provide recommendations for enhancing client service and ensuring fair treatment, proactively improving service quality.
• Participate in a culture promoting meaningful relationships, encourage open feedback, and uphold exceptional client service standards.
• Monitor and enhance turnaround times and quality standards, swiftly resolving issues to elevate client service delivery.
• Drive the achievement of client service delivery goals, aligning with predefined standards for expert advice and service.
• Manage client queries efficiently, ensuring accurate resolution and utilising feedback to refine client service and operational processes.

PEOPLE

• Building strong relationships and fostering positive expectations among colleagues.
• Continuously enhance expertise in industryspecific knowledge, applying it effectively in specialised areas.
• Positively influence and support change initiatives.
• Encourage a culture of innovation, actively developing, sharing, and implementing new ideas within the team.
• Promote a workcentric mindset, emphasising productivity, service excellence, and quality management.
• Take ownership of career development, proactively driving personal and professional growth opportunities.
• Exhibiting the core organisational values consistently.

FINANCE

• Identify solutions to enhance costeffectiveness and operational efficiency, driving financial prudence.
• Escalate unresolved policy and governance compliance issues, facilitating thorough investigation and resolution.
• Participate in risk identification processes, communicating recommendations effectively in relevant forums.

As an applicant, please verify the legitimacy of this job advert on our company career page

Are you a self-starter who enjoys working independently and as part of a team?

Do you enjoy working on systems and have high attention to detail?

Do you have experience working within an insurance, investment or asset management environment?

Our client, an authorised financial services provider in Cape Town, is looking for an
organised and efficient Financial Administrative Assistant
to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Essential:
Grade 12 / Matric

Advantageous:
Diploma or undergraduate degree

Essential:
A minimum of 3-5 years previous administrative experience within an insurance, investment or asset management environment (financial advisory company)

Essential:
Experience in Elite Wealth or other CRM system/s.

Essential:
Strong working knowledge of Microsoft Office suite (Word, Excel and Outlook)

Essential:
An understanding of each product i.e. Risk Cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aids and Employee Benefits.

Key responsibilities include:

• Communicating with clients telephonically and electronically.
• Compliance: FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture - on CRM system (Elite Wealth) - updating existing and new client info & record keeping (workflows / tasks).
• Forms administration (Pre-populating apps, sending to clients, managing the return and capturing of the forms / submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits.
• Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparation of client quotes and comparisons with the various Financial Service Providers.
• Working with the paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• General admin support.

Job requirements include:

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers / institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.
• A highly organised and efficient individual who is able to multitask, work well under pressure and who is deadline driven.
• Systems oriented with high attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.
• Ability to analyse and understand insurance policies with a knowledge of the industry's professional terminology.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.