Just as an oyster takes time to cultivate the pearl,
we combine our years of experience & knowledge to advise you.



1. DESCRIPTION OF POSITION:
An opportunity exists at the East London office.


2. MAIN ACTIVITIES/ KEY PERFORMANCE AREA:
  • ➢ Support the wealth manager with all para - planning and financial planning duties regarding the clients of the wealth manager.
  • ➢ Gathering all financial and investment information from clients and service providers and prepare a full financial and investment plan.
  • ➢ Attend client meetings, draw up meeting notes and keep the client informed regarding implementation progress of decisions taken.
  • ➢ Play an active role in client review process to update information and prepare documentation for the meetings.
  • ➢ Assist with relationship manager duties including submitting new investment plans, assist with the estate planning process whilst following a rigorous workflow process.
  • ➢ Prepared to travel.

3. QUALIFICATIONS:
  • ➢ B. Com, LL B or similar qualification OR Hons degree and/or Post Graduate diploma in financial planning; and
  • ➢ Computer literacy in Excel, Word and Office.
  • ➢ Estate planning knowledge would be an advantage.

4. SKILLS REQUIRED:
  • ➢ Clear and concise communication skills; verbal, writing and telephone;
  • ➢ Self-motivated;
  • ➢ Attention to detail;
  • ➢ Works accurately and independently;
  • ➢ Must be financially literate; and
  • Client centric.


5. WORKING EXPERIENCE:
At least five years financial planning experience.

6. REMUNERATION:
A total cost to company market related salary (including benefits) is offered.

7. TO APPLY:
Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a full cover letter, detailed CV and any other relevant documentation, for the attention of Karin Smit, via e-mail to [email protected].

Please note that the Verso Group may delete or expire jobs at any time.



[email protected]
021 943 5300

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