About the position
Are you the backbone and support to Financial Planners? Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
If you said yes and you know what it takes to empower a Financial Planner,
you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we are looking for!
You will support a small team of Financial Planners with daily administration which will include interacting with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing new business and existing business like investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients which includes client reviews and requests as well as manage the Wealth Manager's diary.
You'll be joining a small financial planning brokerage, they are well-established and thriving. They provide customised financial planning services to their clients. You'll be office based daily in professional offices in Eversdal, Durbanville.
You need to have gained at least 2 years of experience in financial planning doing all the relevant administration and support. You will need to have completed your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have gained experience working with @Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable you to service the clients.
You'll get a market related salary and you will get to join a team that has extensive experience within the industry that will make you feel like you have joined a family.
For a confidential discussion please contact Sarah on [Phone Number Removed]; or send your CV to [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Assist Financial Planner
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Grade 12 / Matric
