Assistant to Financial Planner

Description:

The ideal candidate will be responsible for a range of activities which will assist a financial planner in this position. You should feel comfortable coordinating calendar appointments, communicating successfully with clients and other staff, doing long hours of data sifting while keeping abreast of daily duties. In order to be successful in this position you are required to be well mannered but not a push over, have excellent social skills, be driven and determined to push the limits as this is a highly incentivized environment. Be comfortable and eloquent with written and verbal communications. Willing to work 6 days a week 8 30-5pm week days and half saturdays. Rsponsibilities co-ordinate and schedule calendar appointments manage incoming and outgoing communication with clients data mining build relationships with clients and other players in the environment source new business from walk ins and referrals from internal staff Qualifications and requirements to apply High school certificate compulsory any other tertiary qualifications and social skills maybe advantageous Wealth management graduates or students will be preferred Must reside in close proximity to gateway A vibrant and determined character is non negotiable Package note: this is a basic plus incentives position R5000 basic +productivity incentives (commission) Successful cadidates will be contacted within a week Consider yourself unsuccessful if not contacted within this time frame reply to ad with CV only if you meet the above criteria