About the position
Have you found your groove in doing admin and support for 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 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.
You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial planning.
You will be responsible for processing new business and doing general administration tasks. This includes ensuring compliance with company policies, implementing client instructions for investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing client complaints, updating records, and completing fee forms promptly.
You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established and focuses on managing an existing client base and not too much on new client acquisition. You will be office based from 08:00-16:00 in professional offices in Bedfordview and will be part of a team of 3 Administrators.
Experience is key, you need to have gained at least 5 years of working experience in financial planning with solod admin experience, you must love and enjoy doing admin but also be eager to learn the technical aspects of financial planning. To qualify for this opportunity you need to have Matric, a qualification is advantageous but not essential, you need to be fluent in English and Afrikaans and have your own reliable transport. You also need to be professional with exceptional communication skills, both written and verbal as you will be working directly with clients.
You'll get to work in a professional business and office environment where the clients' needs always come first. You will be surrounded by mentors who take pride in developing their employees. You be offered a market related salary as well as a guaranteed 13th cheque.
For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
Desired Skills:
- Admin
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Grade 12 / Matric
