Administrator/ Paraplanner

SUMMARY:
Our client in George is seeking a Discovery Assistant / Paraplanner to provide administrative and technical support to a Financial Advisor. The ideal candidate will be organised, detail-orientated, and committed to delivering excellent client service while managing time-sensitive tasks.

POSITION INFO:
Description:

To provide administration and support to the Financial Advisor by building strong client relationships, delivering superior client service, and applying technical and product knowledge effectively

Key Responsibilities

• Ensuring all work is completed accurately, comprehensively, and within set quality standards and timelines.
• Drafting and processing new business quotations within required SLA’s.
• Reviewing the new business pipeline, following up, and tracking progress alongside the Financial Advisor.
• Processing and issuing new business policies and managing existing policy changes.
• Managing, resolving, and escalating queries through the correct channels.
• Providing administrative and client support to the Financial Advisor.
• Building strong relationships with internal and external stakeholders.
• Issuing quotations timeously.
• Handling general telephonic and email queries.
• Maintaining accurate and up-to-date records, statistics, and documentation of all queries and processes.

Personal Attributes & Skills

• Strong logical and analytical problem-solving abilities.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to work independently and manage time effectively.
• Strong sense of accountability, responsibility, and ownership.
• Proactive and able to use initiative with sound judgment and decision-making abilities.
• Able to work in a highly pressurised and target-driven environment.
• Adaptability to change and uncertainty.
• Strong organisational skills and attention to detail.
• Self-motivated, honest, and ethical.
• Ability to meet deadlines timeously.

• Matric
• 2 years working experience in the Financial Industry
• RE5 (advantageous)
• Knowledge of MS Office Suite
• Excellent Communication skills (verbal and written)
• Tertiary qualification (advantageous)