Verso Wealth – Job Opportunity

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Position: Relationship Manager/ Assistant to the Financial Planner

  1. DESCRIPTION OF POSITION:
    Superior client services, compliance, reporting, relationship building and driving of processes.
  2. MAIN ACTIVITIES:
    • Client contact (mainly email & telephonic) for general admin related servicing. Dealing with product providers, following up on new business and servicing. Keeping track on new business pipeline, servicing requests and changes;
    • Completion of quotes (if required) and client application forms;
    • Perusing policy documents/ investment contracts to ensure they are issued correctly;
    • Monthly Asset under Management figures and reporting;
    • Saving of all client correspondence and documentation;
    • Following up on fee renewals; and
    • Paraplanning capabilities – load existing client details onto CRM and planning system. Do preliminary analysis. Consideration of client options.
  3. QUALIFICATIONS:
    • Matric
    • Industry related qualification on NQF5 or higher. Candidates with a certificate or degree in Wealth Management or Financial Planning will have an advantage
  4. TECHNOLOGY
    • Microsoft Office suite (Outlook, Word, Excel, PowerPoint),
    • Knowledge of financial planning analysis software like Elite Wealth will be beneficial
  5. EXPERIENCE / SKILLS REQUIRED:
    • Minimum 5 years industry specific experience
    • A thorough knowledge of various financial products and product houses – would be beneficial
    • A high level of accuracy with attention to detail
    • Ability to take initiative
    • Fully Bilingual in Afrikaans and English 6. REMUNERATION
    A market related cost to company is offered.
  6. TO APPLY
    Those that meet the above-mentioned requirements, and /or have other proven relevant skills or qualifications, should submit a detailed CV for the attention of Karin Smit to [email protected] by no later than 30 August 2019. Please note that the Verso Group may delete or expire jobs at any time.

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