Wealth Management Administrator

Minimum requirements: Matric (Grade 12) required RE5 Certificate preferred (or willing to obtain within 12 months) Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance) Proven experience in new business processing and client servicing Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.). Responsibilities Process and submit new long-term insurance and investment applications timeously and accurately Liaise with product providers (insurers & investment houses) to track applications through to issue stage Follow up on outstanding requirements with clients and service providers Prepare and issue policy schedules and confirmation documents Handle client queries regarding existing policies and investments Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations Prepare annual portfolio reviews and statements when required Quotations and proposals Consultant: Joelene Koekemoer - Dante Personnel Johannesburg Apply via our website www.dantesa.co.za If you do not hear from us within 5 days, please accept that your application was unsuccessful