Wealth Manager Assistant

The Talent Experts

Edenvale

Have you found your groove in doing admin and support for Financial Planners?

Is this you?

You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial planning.

What you'll be doing (and why you'll enjoy it)

You will be responsible for processing new business and doing general administration tasks. This includes ensuring compliance with company policies, implementing client instructions for investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing client complaints, updating records, and completing fee forms promptly.

Where you'll be doing it

You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established and focuses on managing an existing client base and not too much on new client acquisition. You will be office based... More Detail

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