VERSO WEALTH (PTY) LTD
POSITION: RELATIONSHIP MANAGER/ ASSISTANT TO THE FINANCIAL PLANNER
Posted by Verso Wealth (Pty) Ltd on 23 August 2019
DESCRIPTION OF POSITION
Superior client services, compliance, reporting, relationship building and driving of processes.

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.

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

TECHNOLOGY
Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
Knowledge of financial planning analysis software like Elite Wealth will be beneficial

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

REMUNERATION
A market related cost to company is offered.

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.




[email protected]
021 943 5300

© Verso Group • All Rights Reserved • Powered by SucceedGroup