Financial Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Saturday, June 11, 2022

Location:

Johannesburg, South Africa

Salary:

Annual Salary

JOB SUMMARY:
Financial Advisor Assistant

JOB DESCRIPTION:

This national Investment & Wealth Firm is on the hunt for an experienced insurance & wealth administrator assistant who will be primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship.

The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures.

The role needs excellent client relationship management and office administrative skills.

This ideal candidate needs to be a team player and be able to work in a group environment. You must have the ability to take initiative and “thinking outside of the box” mindset with the appropriate skills application.

Responsibilities:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Research product information
• Maintain the CRM system
• Work hours: 08:00-16:30

Minimum requirements:

• Grade 12 / NQF4 qualification
• RE 5: First Level Regulatory Examination 5: Representatives
• 3 - 5 years relevant work experience within the financial services industry
• Knowledge of life and investment quotation systems
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Driver’s license and own vehicle
• Must currently reside in Rustenburg or nearby

Competencies required:

• Resilient (achiever mindset)
• Must be able to operate and perform under pressure
• Deadline orientated
• Teamwork
• Organising and planning
• Accept and take full accountability for actions performed as per job description/existing processes and continuous
accurate record keeping of activities performed pertaining to job description
• Ability to perform/work in a paperless/electronic work environment
• Client service orientation
• Attention to detail
• Must be willing to learn and improve in professional capacity (i.e., relevant industry related studies)

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Senior Assistant to Financial Advisor
Location: Fourways
Salary: R15k - 22k per month + comm + incentives
Senior assistant to financial advisor
25 days ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor - Sanlam
Location: Johannesburg
Salary: Market Related
Experienced financial advisor
6 days ago

Client Support Specialist
Location: Pretoria
Salary: 22 000 Monthly
A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and l...
29 days ago

ZMA 415855 - FICO BLAZE DEVELOPER
Location: Johannesburg
Salary: R800K - R1.2M CTC
FICO BLAZE DEVELOPER
1 day ago

Marketing and Sales Analytics Specialist
Location: Pretoria
Salary:
1 day ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in Johannesburg