1. DESCRIPTION OF POSITION:
  • ➢ An opportunity exists at the Bellville office.
2. CRTITERIA
  • ➢ Must be South African citizen;
  • ➢ Must be unemployed and between the ages of 18 to 35 years;
  • May not be on more than one INSETA funded programme within a 12-month period;
  • ➢ If previously exited an INSETA funded programme prior to completion will not be considered; and
  • Subject to the terms and conditions of the contract of employment entered into with the employer and the performance requirement of the internship programme.
3. MAIN ACTIVITIES/ KEY PERFORMANCE AREA:
  • ➢ Support the wealth manager with all para - 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.
4. QUALIFICATIONS:
  • ➢ B. Com or similar qualification majoring in financial and/or investment planning; or
  • ➢ Hons degree and/or Post Graduate diploma in financial planning will be advantages; and
  • ➢ Computer literacy in Excel, Word and Office
5. SKILLS REQUIRED:
  • ➢ Clear and concise communication skills; verbal, writing and telephone; Self-motivated;
  • ➢ Attention to detail; and
  • ➢ Works accurately.
6. REMUNERATION: A total cost to company salary of R6, 500.00 is offered.

7. TO APPLY:

Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a detailed CV with a copy of your qualification, for the attention of Karin Smit, to [email protected] by no later than 31 December 2019.

Should you not receive a response from us by 20 January 2020, accept that your application was unsuccessful.

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


[email protected]
021 943 5300

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