SUMMARY:
Wealth Adviser Assistant
POSITION INFO:
Job Title : Wealth Adviser Assistant (Adviser Development Programme) Location : Hermanus, Overberg, Western Cape Employment Status : Full-Time, Permanent Career Level : Entry-Level \/ Graduate Trainee Role Overview The successful candidate will join an intensive Adviser Development Programme (ADP) structured to train, mentor, and prepare high-potential commerce graduates for a career as a professional Financial Adviser . In this role, the candidate will provide administrative, operational, and client service support to wealth advisers and senior practice management . The programme combines practical on-the-job training, mentorship, and systematic exposure to financial planning workflows, investment portfolio administration, compliance frameworks, and direct client relationship management . Core Responsibilities Client & Portfolio Servicing : Gathers policy and portfolio information across financial product providers to compile structured client file summaries . Prepares comprehensive client review documentation, proposals, and presentation files according to set templates . Prepares documentation for investment review appointments and arranges client engagements . Generates and distributes monthly and quarterly client investment performance statements . Assists in executing portfolio instructions, switches, and portfolio rebalancing under adviser supervision . Manages existing business client inquiries and provides professional customer support . Practice Administration & Operations : Captures, manages, and audits client records and financial data on CRM systems and spreadsheets . Handles the end-to-end administration of new business applications, quotations, and policy renewals . Loads and processes financial transactions and policy updates on operational platforms . Manages the Wealth Adviser''s daily diary, scheduling new business and ongoing review appointments . Maintains organized client documentation, compliance records, and filing systems . Compliance & Technical Research : Conducts product and market research on investment, retirement, and risk products . Ensures full adherence to the Financial Advisory and Intermediary Services (FAIS) Act, FICA regulations, and internal compliance standards . Adheres strictly to internal Service Level Agreements (SLAs) and turnaround times . Minimum Requirements Age : Under 26 years of age. Education : Completed National Senior Certificate (Matric) . Completed Bachelor's degree in Commerce or Finance (e.g., BCom Accounting, BCom Finance, BCom Economics, BCom Financial Planning, BCom Business Management, or BCom Business Administration) . Experience : 0 to 2 years of work experience within the financial services industry (strictly entry-level \/ graduate programme) . Location : Resident in Hermanus, the Overberg region, or willing to relocate to Hermanus independently. Languages : Fluency in spoken and written English, with proficiency in at least one other official South African language (Afrikaans proficiency is advantageous for the Overberg region) . Computer Literacy : Strong proficiency in Microsoft Office applications, specifically Microsoft Excel . Key Competencies Customer Service Focus : Demonstrated ability to manage client expectations and maintain professional, empathetic relationships . Attention to Detail : Exceptional accuracy in numerical analysis, record-keeping, and document preparation . Task Orientation & Time Management : Ability to prioritize competing tasks, follow through on operational processes, and meet strict deadlines . Verbal & Written Communication : Clear, articulate communication skills suitable for professional client and stakeholder liaison . Analytical & Problem-Solving Ability : Strong aptitude for financial concepts, problem resolution, and data interpretation .
