About the position
Financial Planning Administrator Forget boring admin jobs. This is your chance to become the person who keeps everything running like clockwork. 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
Bellville, Cape Town
Market Related
Organisation is second nature to you and nothing slips through the cracks. You enjoy working behind the scenes, capturing data accurately, keeping files in perfect order and making sure paperwork is completed correctly the first time. A positive attitude, reliability and the ability to juggle multiple tasks while meeting deadlines are what set you apart.
Every day will involve keeping administration on track by capturing information onto internal systems, organising digital and physical files, preparing and printing documentation, scanning records and ensuring forms are completed accurately. You'll also assist with general office administration and provide valuable support to a busy Wealth Manager. You'll enjoy this role because your attention to detail and organisational skills will make a genuine difference to the efficiency of the business.
Join a respected financial services business that believes exceptional client service starts with efficient administration. Working alongside a collaborative team, you'll be given the opportunity to build your skills in a professional environment where accuracy, teamwork and reliability are highly valued. You'll be fully office based in Bellville, Cape Town.
A Matric qualification, previous administrative experience gained in financial plalning, wealth management or insurance and confidence using computer systems are essential. You'll need excellent organisational skills, strong attention to detail and the ability to manage repetitive tasks with a high level of accuracy. A willingness to learn and a proactive approach will help you succeed.
A stable opportunity with a supportive team, exposure to the financial services industry and the chance to develop your administrative career within a professional working environment.
For a confidential discussion please contact Claudette Du Preez on LinkedIn, [Phone Number Removed]; or send your CV to c (dot) Dupreez (at) [URL 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:
- IFA Administration
- Financial Planning Administration
- Investment Administration
- Administration Financial Services
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
