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Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies: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 policiesFollow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/AdvisorHandling of retirement claims, mainly focusing on Public sector funds.Section 14 & Section 37 transfersAssist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.Facilitate the Transfer from Living Annuity to Life Annuity processServicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/AdvisorMake payments on behalf of clients through the Investec corporate saver accountAttend to client complaints and enquiries in consultation with Wealth Manager/AdvisorGeneral Administration:Ensure that client documentation is in compliance with FICA & FAIS legislationRecording of client interaction and updating of client records upon completion of interactionMaintain client record and database according to company policiesAttend to Death Claim processes and documentationCorrect and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyAssistance with Wealth Special Projects on ad-hoc basisActively 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.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1203407-Job-Search-7-16-2025-2-24-49-AM.asp?sid=gumtree
4mo
Job Placements
1
WEALTH MANAGER ADMINISTRATORBellville As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner. RESPONSIBILITIES:Client Support & AdministrationGathering, capturing, and verifying client and product information to maintain accurate records.Assisting with client onboarding, including documentation, application forms, and compliance requirements.Handling and resolving client queries professionally, ensuring a positive client experience.Preparing client review packs, proposals, reports, and supporting documentation for meetings. Financial & Investment Plan SupportPreparing and compiling documentation to implement financial and investment strategies.Liaising with product providers, insurers, and investment platforms to source quotations, product information, and policy details.Following up on instructions and ensuring timely execution of transactions, investments, and updates. Data & Systems ManagementMaintaining and updating the Client Relationship Management (CRM) system with accurate client data.Managing and updating the internal data warehouse to support reporting and decision-making.Ensuring all documentation and correspondence are stored in line with company procedures. Compliance & GovernanceEnsuring that all compliance requirements are met, including FICA, FAIS, and other regulatory obligations.Monitoring and tracking outstanding compliance items, following up proactively with clients and providers.Assisting in preparing documentation and records for compliance audits or reviews. Practice & Team SupportProviding administrative and operational support to the Wealth Manager and team.Contributing to process improvement and helping streamline business operations.Coordinating with service providers and partners to support overall client service delivery.COMPETENCIES & SKILLS:The ideal candidate will bring both technical knowledge and strong interpersonal skills to the role. Key competencies and requirements include:Attitude & Approach:A positive “can-do” mindset and willingness to adapt in a rapidly evolving environment.A self-starter with initiative, able to drive tasks and projects to completion with minimal guidance.Ability to also operate effectively in a structured environment when required.
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1231184-Job-Search-10-17-2025-02-00-17-AM.asp?sid=gumtree
20d
Job Placements
1
Helpdesk Consultant / Customer Service ConsultantThe purpose is to play a pivotal role in supporting and guiding our Members through their business journey for the Members to get a clear understanding of the business and the challenges/incentives/goals. The helpdesk consultants assist Members with inquiries, provide coaching and mentoring, and empower them to achieve their goals, ultimately enabling them to progress to the next member level and positively impact the member experience by being positive and uplifting in all engagements with Members.Competencies and Experience:Proven success in developing and executing business strategies.Computer literate intermediateExcellent communication and interpersonal skills.Strong coaching and mentoring abilities.Goal-oriented with a focus on achieving targets.Leading self before leading others.Developing Expertise, Adopting Practical ApproachesInteracting with People, Establishing Rapport, Articulating Information, Empowering Individuals, Conveying Self-Confidence, Showing Composure, Embracing ChangeUnderstanding People, Team Working, Valuing IndividualsChecking Things, Managing Tasks, Taking Action, Active Listening, Self-awareness.2-3 years Network Marketing / Entrepreneurial experience / 2-3 years Business coach and mentor entrepreneurs to reach business goals experience / 2 - 3 years customer service experience / 2 - 3 years experience in business development, sales, or related field.Description of Tasks:Interacting successfully with new prospective Members and explaining the Business to them.Developing trust relationships with existing Members through understanding their needs and proposing solutions that will help them meet their business goals.Serve as the link of communication between Members and internal teams by resolving any problems faced by Members and deal with complaints to maintain trust.Respond to member inquiries promptly and professionally and provide accurate information about products, business processes, and promotions.Act as first point of contact and refer member inquiries and concerns to Aftersales to ensure successful resolution.Provide personalised coaching, mentoring and guidance to enhance Members skills to overcome challenges, and reach their business goals.Offer guidance and support to Members which fosters a positive and encouraging experience.Help Members navigate obstacles and setbacks to ensure resilience and continued progress.Align with the companys mission to improve the member experience and positively impact lives.Actively listen engage with Members to understand their needs and contribute to their personal and professional growth.Assist new Members in starting their business journey by providing comprehensive onboarding support to hel
https://www.jobplacements.com/Jobs/C/Customer-Service-Consultant-1230990-Job-Search-10-16-2025-9-55-13-AM.asp?sid=gumtree
21d
Job Placements
3
Pass operator needed for restaurant email CV to neethlingheinrich@gmail.com
21d
Pizza maker needed. Please email CV to neethlingheinrich@gmail.com
22d
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