Somerset West - Financial Services Provider is seeing to employ a
Wealth Management Administrator. The ideal candidate will provide comprehensive administrative support related to client investments, financial products, risk policies, medical aid & GAP-cover while ensuring that all client records, transactions, and documentation comply with applicable regulatory requirements, including Financial Intelligence Centre Act (FICA) and Financial Advisory and Intermediary Services (FAIS) legislation. The role ensures efficient processing of investment instructions and maintains accurate client records to support high-quality client service.
Key Responsibilities
- Administration (Investments, Long-term risk policies, Medical aid & GAP-cover)
Process instructions including:
- New business applications
- Advisor appointments on existing investments and policies