Wealth Administrator

Reference: SJ 6376

Consultant: Sone Johnson

Description:

  • Assisting client with application to various funds
  • Obtaining clients application forms, mandates and FICA documentation
  • Submitting all forms and relevant documents to the product suppliers for processing
  • Confirming with client when application is finalized
  • Processing of withdrawal, additional investments, switches, debit order changes, transfer and surrender instructions
  • CCM payments

Qualifications:

  • RE5
  • Class of Business – Investments
  • JSE Registered Securities Trader

How to Apply:

  • Email your comprehensive CV to exceedhr@exceed.co.za.
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

To apply for this job email your details to exceedhr@exceed.co.za