SENIOR WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

4425 EW ASSIS

Date posted:

Wednesday, July 16, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.

POSITION INFO:

Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:

Formal Education:
- Matric
- NQF 5 & 6 would be advantageous (In Wealth Management)
Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)

will enable you to:

Processing new business for new and existing clients:

Ensure all documentation and information is prepared in accordance to company policies
Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
Handling of retirement claims, mainly focusing on Public sector funds.
Section 14 & Section 37 transfers
Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
Facilitate the Transfer from Living Annuity to Life Annuity process

Servicing of existing clients:

Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor
Make payments on behalf of clients through the Investec corporate saver account
Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor

General Administration:

Ensure that client documentation is in compliance with FICA & FAIS legislation
Recording of client interaction and updating of client records upon completion of interaction
Maintain client record and database according to company policies
Attend to Death Claim processes and documentation
Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
Assistance with Wealth Special Projects on ad-hoc basis
Actively building relationships with clients via telephone, in person and via email.
Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

Similar jobs you might be interested in:

Finance Manager - Half Day role
Location: Bellville
Salary: R30k per month
Financial Manager Bellville Half day role R30 000
2 days ago

Receptionist & Personal Assistant
Location: Cape Town
Salary:
3 days ago

SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.
3 days ago

Accountant
Location: Bellville
Salary: R30k per month
Accountant Bellville R30 000
8 days ago

Senior Bookkeeper
Location: Bellville
Salary: R30k per month
Senior Bookkeeper Bellville R30 000
8 days ago

Assistant Financial Manager
Location: Cape Town
Salary: 550000
An opportunity for an assistant Financial Manager.
11 days ago

Financial Accountant
Location: Bellville
Salary: R30k per month
Accountant R30 000 Bellville
12 days ago

Senior Bookkeeper
Location: Bellville
Salary: R30k per month
Senior Bookkeeper R30 000 Bellville
12 days ago

Sales Assistant | Cape Town International Airport | Footwear Retailer
Location: Capetown
Salary: R240 a day
We are seeking a dependable and flexible Sales assistant to join our team at Cape Town International Airport as a reliever
15 days ago

Senior Bookkeeper
Location: Bellville
Salary: R30k per month
Senior Bookkeeper R30 000 Bellville
17 days ago