Wealth Administrator

Our client is seeking a Wealth Administrator to join the Port Elizabeth team, · Assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies. · Prepare and present financial analysis, including asset allocation, risk profiling, and portfolio recommendations. · Draft client reports and documentation, ensuring compliance with regulatory standards. · Maintain up-to-date knowledge of financial products, regulations, and industry best practices. · Conduct research on financial products, strategies, and market trends to support financial planning decisions. · Serve as the primary point of contact for clients, building strong, long-term relationships through excellent communication and service. · Actively engage with clients to understand their financial needs, objectives, and concerns. · Provide regular updates on financial plans and portfolio performance, ensuring clients are informed and confident in their financial journey. · Address client inquiries, resolving any issues promptly and professionally. · Coordinate and facilitate client meetings, ensuring all necessary materials and documents are prepared · Support the implementation of financial plans by liaising with third-party providers, such as insurance companies or investment managers. · Assist in onboarding new clients and preparing them for a seamless financial planning experience. · Work closely with other departments, such as compliance and administration, to ensure accurate execution of tasks related to client financial plans. · Adhere to all compliance in terms of FICA and FAIS regulations. · Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements. · General office management duties and/or administrative tasks within other divisions of the business that may be required from time to time. Requirements · Grade 12 · Relevant 3 year Diploma preferred · RE 5 qualification preferred · At least 1 years of experience in a working corporate environment · Proficiency in MS Office