Overview:The purpose of this position is to tend to the administration of the financial planning services the business provides.Minimum Requirements:
Senior Certificate - High School Matric (Grade 12)
Valid SA Driver’s License
Own Reliable Vehicle (essential)
Proficient in Microsoft Word and Office and other related software
Excellent telephone etiquette
Previous experience in the Financial Services industry (advantageous)
RE5 certificate (advantageous)
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 clients utilise
