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Conova Recruitment | cape town, South-Africa | Posted June 10, 2026
Position Overview
Responsibilities: - Prepare and collate new client onboarding documentation
- Oversee the management and updating of client CRM profile
- Liaise with external and internal providers on client specific queries
- Resolve and manage admin related queries or issues with clients directly
- Manage preparation of client review packs
- Apply basic knowledge of the FAIS General Code of Conduct in daily work
- Draft and/or check Record of Advice and Replacement disclosure forms
- Ensure CDD on all clients based on their risk profile according to FICA and company RMCP
- Ensure a basic level of product knowledge by keeping up to date with products
- Compile proposal documents based on the Wealth Manager instruction
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines
Requirements: