Financial Planning Administrator

 

Recruiter:

Pronel Personnel

Job Ref:

2604219917

Date posted:

Thursday, October 21, 2021

Location:

Pietermaritzburg, South Africa


SUMMARY:
-

POSITION INFO:

Established company based in Pietermaritzburg is seeking a Financial Planning Administrator with past experience working within financial services.

Duties:

  • Fica - Clients
  • Prepare Switches/Beneficiary Changes and Submit
  • Submit New Business
  • Updating/Checking of Clients for Appointments
  • New Business Quotes
  • Archiving of Clients
  • Client Letters
  • Change of Address / Client Details
  • Month End Data / Payments
  • Month End Data / Payments
  • Asset Allocation - Update of Funds
  • Confirm Bills and Appointments
  • Telephones - Day Queries
  • Tax Certificates
  • Review Dates Tp Be Cchanged On Xplan

If you meet all of the above, please send your CV to ------ Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted.

 



 

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



 

 

 

Similar jobs you might be interested in:

Financial Planning Assistant - KZN
Location: Kloof
Salary: Monthly
Leading organisation within the "investments and financial services industry" requires a administrator for the KZN branch.  This position is based in Kloof / Gillitts.
18 days ago


Financial Planning Partner Assistant
Location: Hillcrest
Salary: Monthly
Our client in the financial Services industry is currently looking to employ financial planning Partner Assistant based in KZN (Gillitts).A wonderful career opportunity awaits you.
19 days ago


Divisional Financial Manager
Location: Durban
Salary: R630 000.00 per annum (cost to company) - negotiable
Our client currently seeks your strong financial acumen and excellent leadership capabilities, to take up this varied role.  You will be responsible for the Treasury, Finance, Procurement, IT, Risk and Admin functions of the organisation.
23 days ago


Assistant Operations Administrator
Location: Durban
Salary:
25 days ago


Executive Chef
Location: Durban
Salary:
1 day ago


MANAGER CHEMICALS: KWAZULU-NATAL
Location: Durban
Salary: Market Related
To manage and lead the department to achieve goals and targets outlined in the sales budget and to take responsibility for the overall management cycle with a key focus on inventory management and pricing within agreed deadlines, compliance and risk frameworks.
1 day ago


Print Co-ordinator - Umhlanga
Location: Durban
Salary: 0
We have an exciting opportunity for a Print Co-ordinator within our Group. Your expertise and vast knowledge is needed! Apply soon
2 days ago


Financial Director
Location: Durban
Salary:
Pinetown. Leading security company with a strong market presence seeks financial Director with CA(SA) qualification and a proven track record in financial leadership positions, with current role being that of a financial Director.
2 days ago


Financial Director
Location: Durban
Salary: 1900000 Annually
Our client, a major player in the security industry, needs a skilled and dynamic FD to manage the financial functions of the company and develop its financial strategy.
3 days ago


Financial Director
Location: Durban
Salary: Market related
financial Director
3 days ago


Create a free job alert for Financial Planning Administrator in Pietermaritzburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions