Financial Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Saturday, June 11, 2022

Location:

Pretoria, 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:

Financial Advisor - Short Term insurance (Alberton)
Location: Johannesburg
Salary:
57 days ago

Financial Advisor - Short Term insurance (Heidelberg)
Location: Johannesburg
Salary:
57 days ago

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior financial advisor | Bedfordview
79 days ago

Group Financial Manager
Location: Sandton, Gauteng
Salary: Exec CTC package offered based on level of skill and experience
Reports to: CEO. A strategic and rewarding leadership role for a seasoned finance professional looking to make a significant impact in a dynamic, growth-focused group.
1 day ago

Head: Non-Life Pricing & Structuring
Location: Johannesburg
Salary:
Head: Non-Life Pricing & Structuring A market-leading player in the insurance solutions space is seeking a dynamic Head of Non-Life Pricing & Structuring (Cell Captive) to lead its high-performing technical team. This is a rare opportunity to play a pivotal role in shaping innovative non-life insurance solutions in a fast-paced and evolving environment.
2 days ago

International Wealth Investments Manager
Location: Johannesburg
Salary:
A well-established financial services group is seeking a Regional Manager to drive the growth and positioning of their International Wealth Investment proposition within the local market. This role offers the opportunity to work closely with advisors and business consultants to support and grow international investment capabilities across various distribution channels.
2 days ago

Tax Manager
Location: Johannesburg
Salary: 75000 Monthly
Tax ManagerRun for this amazing contract opportunity…
7 days ago

ADVISOR SERVICE ADMINISTRATOR
Location: Pretoria
Salary: Market related
Provide administrative competence to ensure professional onboarding and exits of financial advisors.
7 days ago

ADMINISTRATIVE ASSISTANT: HEALTHCARE (TEMP)
Location: Pretoria
Salary: Market related
To assist the Heal advisor in the administrative process of new business and client service.
7 days ago

Broker Sales Representative
Location: Johannesburg
Salary: 10000 Monthly
JHB (Bedfordview) - Are you an excellent communicator with a passion for people and telephonic sales? Our client is seeking a Broker Sales Representative to join their dynamic team. As a Broker Sales Representative, you will play a crucial role in representing the company, and broker and providing exceptional service to all clients.
8 days ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in Pretoria