SUMMARY:
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POSITION INFO:
Overview:
The purpose of this position is to tend to the administration of the financial planning services we provide.
Minimum Requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License (essential)
- Own Reliable Vehicle (essential)
- Proficient in Microsoft Word and Office and other related software
- Previous experience in the Financial Services industry (advantageous)
- RE5 certificate (advantageous)
- Excellent telephone etiquette
Responsibilities:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Timeously tend to all client queries
- Making and answering phone calls.
- Be courteous with all clients and develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
Competencies:
- Must show good initiative and be willing to do necessary research for better understanding where necessary
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Become knowledgeable about the financial assets and products that our client utilise
NB! This job is now closed. You can apply for other jobs by uploading your CV.
