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Title:

Senior Administrator (Long and Short Term Insurance)

Salary: R24000 - R26000
Description: The Client:
A full solution financial planning practice providing services in Investment, Estate Planning, Insurance and Tax.
Category: Office
 
General Requirements: Requirements:
• Relevant financial or administrative degree/diploma/certificate preferred
• Knowledge and experience in a financial advisory environment (minimum 5 years)
• Knowledge of Financial Planning principles both long and short term
• Knowledge of financial products and services
• Experience in preparing and presenting client
• Excellent verbal and written communication skills
• English first language. Knowledge of another language will be considered an asset.

Responsibilities:
• Technical financial planning support to Advisers, including ad hoc queries, proposals and presentations
• Schedule appointments and assist clients with paperwork.
• Assist financial advisor with client support and time management.
• Handle financial operational problems, such as issues with statements and transactions.
• Review of client financial planning proposals
• Product provider management including due diligence and reviews
• Analysing portfolios
• Portfolio monitoring and investment report collating
• Internal compliance and client services

Competencies required:
• Professionalism
• Attention to detail
• Ability to interact confidently at all levels
• Excellent communication skills (verbal and written)
• Relationship building skills
• Analytical skills
• Ability to work independently
• Deadline orientation
• Teamwork
Location: Johannesburg    
Consultant: Shanita Kriel Share This Job:
Email: cvs4shanita@therecruiters.co.za