FINANCIAL ADVISOR ASSISTANT

Recruiter:

Kamo Placements

Job Ref:

JHB000976/m

Date posted:

Thursday, July 21, 2022

Location:

Woodstock, South Africa

Salary:

Annually

SUMMARY:
To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base

JOB DESCRIPTION:

JOB DESCRIPTION

Screen all application and transactional forms to ensure all required info is fully completed.
Screening of all other requirements relating to the financial transaction.
Screening of confirmations of transactions / activities to ensure accuracy and correct reporting.
Keep Client/Advisor informed of progress of all activities till completion.
Liaise with Advisor and Client to establish what documents/ information is required for the first meeting (get letter of authority/ broker’s note signed etc.). Prepare all documentation required and reports for this meeting
CRM review list monthly in advance and discuss same with Financial Advisor (where applicable)
Ensure that the report writer received a copy of the signed LOA (where applicable)
Static detail changes to be updated on Interface at all times to ensure data integrity is maintained. Ensure instruction submitted to relevant services provider.
Assist with identified projects to support business efficiencies.

JOB REQUIREMENTS

Education and Experience

Matric
Industry related qualification/certifications, i.e. Wealth Management course (advantageous)
Computer literacy (Microsoft office - word, excel, Internet)
Experience in the Financial Services industry (min 3 years)
Investment/Life product knowledge (essential)
Good understanding of the Financial Services industry – corporate and individual client
Financial Product knowledge

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Administrative Assistant to Financial Advisor
Location: Cape Town
Salary:
6 days ago

Financial Advisor (Short Term) (HCV & GIT Experience)
Location: Durbanville
Salary:
We are seeking a driven and entrepreneurial financial advisor to join our client’s Sales Department.The successful candidate will be responsible for generating and growing a new insurance book, selling HCV and GIT insurance to clients within an established lead-based partnership. This role is office-based at our client’s premises in Durbanville, with occasional travel.
13 days ago

General Manager (Senior Financial Advisor) - Employee Benefits
Location: Capetown
Salary: Market Related
General Manager (Senior financial advisor) - Employee Benefits
14 days ago

Financial Advisor – Short Term (HCV & GIT Insurance)
Location: Cape Town
Salary:
23 days ago

Financial Advisor
Location: Cape Town
Salary:
42 days ago

Financial Planning Administrator/ Receptionist
Location: Somerset West
Salary:
A permanent position in Somerset West office for an administrative associate within a growing holistic independent financial planning business. Successful candidate will need to be self-motivated, driven and willing to work within a small team.
7 days ago

Paraplanner
Location: Cape Town
Salary:
6 days ago

HR Business Partner
Location: Stellenbosch
Salary:
15 days ago

Tax and Accounting Services Manager
Location: Noordhoek
Salary: Market related
An exciting opportunity for a seasoned tax professional to lead a high-impact team in a trusted fina
16 days ago

Wealth Administration Specialist | Durbanville
Location: Durbanville, Western Cape
Salary: Market Related
Wealth Administration Specialist | Durbanville
17 days ago

FINANCIAL ADVISOR ASSISTANT

Similar jobs you might be interested in:

Create a free job alert for FINANCIAL ADVISOR ASSISTANT in Woodstock

Jobseekers

Recruiter

General