Financial Planning Assistant

 

Recruiter:

Accountancy Placements Pietermaritzburg

Job Ref:

PMB000793/LF

Date posted:

Monday, January 3, 2022

Location:

Amanzimtoti, South Africa

Salary:

Market related


JOB SUMMARY:
Financial Planning Assistant- Amanzimtoti

JOB DESCRIPTION:

Our client is looking for an enthusiastic, Afrikaans speaking person to join their team based in Amanzimtoti.

Responsibilities:
  • Client Services and implementation of the client services experience
  • Implementation of administrative processes and controls in the practice (including all transactions, queries, reporting etc)
  • Liaison between Financial Planner Partner and product providers
  • Complaint resolution
  • Preparation of all review packs
  • New business and transition documentation management and communication
  • Capturing of client records onto Xplan and maintaining the database in line with business standards and statutory requirements
  • General office management including attending to technology issues, orders for stationary, maintaining the diary system
  • Record keeping for the office
  • Marketing support including events booking and representing the FP Partner at events
  • Reception duties
Requirements:
  • Knowledge of the Financial Services Industry
  • FAIS and FICA knowledge required
  • Fluency in Afrikaans and English
  • Computer literacy: Microsoft Office, xPlan would be an advantage
  • Excellent verbal and written communications skills
  • Customer focused
  • Excellent organising and planning ability
  • Problem solving skills
  • Deadline driven
  • Relationship management skills
  • Assertiveness
  • Proactive & resourceful
  • Resilient under pressure
  • Ability to multi-task
  • Methodical, accurate and detail conscious
  • Maintains confidentiality

Qualifications and Experience:
  • Qualification in investments/financial planning/business management would be an advantage
  • 2-4 years’ experience in a client services environment
  • At least 3 years’ experience in the financial services industry and wanting to specialise in this field.

 

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



 

 

 

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