Description:
Overview:
The purpose of this position is to tend to the administration of the financial planning services provided by the company. The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients' lives.
Minimum requirements:
Senior Certificate - High School Matric (Grade 12) Valid SA Driver’s License Own Reliable Vehicle (essential) Experience within Financial Services Industry (highly advantageous) RE5 certificate (highly advantageous)
Responsibilities / Duties:
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, Become knowledgeable about the financial assets and products that our clients utilise, Responsible for drafting of documents that capture the financial plans and proposals, Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews, 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 timeously tend to all client queries Must be proficient in Microsoft Word and Office and other related software. Answer phone calls when receptionist unavailable. Be courteous with all clients and try to 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. Doing errands minimum of once a week (groceries, document delivery etc.)
20 Aug 2023;
from:
gumtree.co.za