Financial Planning Administrator

Ref: fpa1132

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A well-established brokerage situated in Westway Office Park Pavilion requires an experienced business administrator to report to and provide support to a busy financial planner.

 

 

Responsibilities will include liaising with new and existing clients, financial institutions and the financial planner. This will include the completion of all forms and documents required by the FP and processing of all changes related to maintaining a satisfied client. Expert in all necessary computer skills as well as being well spoken are essential requirements of this position. A knowledge of the procedures in the industry and adherence to FICA and FAIS compliance is vital.

The applicant must be meticulous and efficient in their work. They must also be willing to keep abreast of changes in the industry by attending product launches and workshops. They must maintain client and business confidentiality at all times.

Position is available immediately. Apply by email to [Link Disabled] with traceable references from previous employers.

 

Knowledge of the Financial Planning industry is essential and having RE5 qualification is preferred. Must have experience with investments, retirement planning and life insurance.

Starting salary R 9000 – R15 000  plus measurable Incentives on completed projects.

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Please email CVs to enquiries@hashtagdbn.co.za

Please note that only shortlisted applicants will be contacted.