Senior wealth assistant

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Learning and Development Manager.

• Client Service & Relationship Support
• Act as a primary point of contact for clients regarding administrative queries, documentation, and follow‑ups.
• Support Wealth Managers in preparing for client meetings, including compiling statements, reports, and investment summaries.
• Maintain a professional, client‑centric approach in all interactions.
• Assist with client onboarding, KYC/FICA verification, and account maintenance.

• Prepare, process, and track investment instructions, withdrawals, switches, and policy amendments.
• Ensure all documentation is complete, accurate, and compliant before submission.
• Maintain up‑to‑date client records on CRM and internal systems.
• Coordinate with product providers, platforms, and internal departments to resolve queries and expedite processing.

• Assist Wealth Managers with preparing financial‑planning documentation, including ROAs, investment proposals, and product comparisons.
• Ensure all advice files meet FAIS, FICA, POPIA, and TCF requirements.
• Maintain accurate compliance records and support internal audits.
• Monitor outstanding requirements and ensure timely completion of compliance tasks.

• Prepare client portfolio reviews, performance summaries, and consolidated reports.
• Track investment transactions, contributions, and policy anniversaries.
• Monitor workflow pipelines and ensure timely follow‑ups on pending items.
• Assist with data integrity checks and system updates.

• Mentor junior assistants and contribute to team knowledge‑sharing.
• Identify process inefficiencies and recommend improvements.
• Support Wealth Managers with diary management, meeting coordination, and task prioritisation.
• Assist with client events, communication campaigns, and operational projects.

• Matric (Grade 12) required; a relevant financial‑services qualification (e.g., RE5, NQF Level 5 in Wealth Management) is highly advantageous.
• Minimum 46 years experience in a wealth‑management, investment, or long‑term insurance environment.
• Strong understanding of investment products, retirement funds, risk‑cover solutions, and financial‑planning processes.
• Experience working with financial platforms and CRM systems.
• Excellent proficiency in MS Office (Excel, Word, Outlook).

• Exceptional organisational and administrative skills.
• Strong attention to detail and accuracy.
• Excellent communication and client‑service abilities.
• Ability to work independently and manage multiple priorities.
• High level of professionalism, confidentiality, and integrity.
• Problem‑solving mindset with a proactive approach.
• Ability to support advisers in a high‑performance environment.