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Vacancy: Wealth Planning Assistant

A top wealth manager is looking to hire an assistant. The role will entail assisting the Wealth Planner with the investment process to aid him in securing new business. You will also deal with internal clients, operations, external service providers & doing general administration such as investment proposals, compiling application forms, drafting letters & diary management.

To qualify for this opportunity you need to have no less than 3 years experience assisting a wealth manager/financial planner, have a strong, professional & resilient personality, completed Grade 12 & be fluent in English & Afrikaans.

How to apply

Click here to apply online

Closing date: 25 July 2014

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