Financial Planning Partner Assistant

 

Recruiter:

Headhunters

Job Ref:

2451010633

Date posted:

Saturday, June 25, 2022

Location:

Bedfordview, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.

 

Requirements:

  • Qualification in investments/financial planning/business management would be an advantage.
  • 2-4 years experience in a client services environment.
  • At least 5 years of experience in the financial services industry.
  • Knowledge of the Financial Services Industry.
  • FAIS and FICA knowledge required.
  • Computer literacy: Microsoft Office, xPlan would be an advantage.
  • Excellent verbal and written communication skills.
  • Customer centricity – passionate about client service.
  • Excellent organizing and planning ability.
  • Deadline driven.
  • Relationship management skills.
  • Proactive and resourceful.
  • Resilient under pressure.
  • Ability to multi-task.
  • Methodical, accurate, and detail conscious.
  • Maintains confidentiality.

 

Duties and Responsibilities include, but are not limited to: 

  • Client Services:
  • Capturing of client demographic data on relevant client management tools.
  • Operational Support:
  • Client Records
  • Transition and Commission flows.
  • New Business and Commission flows.
  • General Office Management.
  • Marketing Support:
  • Regional event assistance and organization of smaller client events -booking venues, RSVP management, event management, etc. Representing the business at client events where required.
  • Office Management:
  • Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management, etc.

 

Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.

 

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



 

 

 

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