| Title: | Senior Administrator (Long and Short Term Insurance) |
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| Salary: | R24000 - R26000 | ||
| Description: | The Client: A full solution financial planning practice providing services in Investment, Estate Planning, Insurance and Tax. |
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| 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 |
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| Location: | Johannesburg | ||
| Consultant: | Shanita Kriel | Share This Job: | |
| Email: | cvs4shanita@therecruiters.co.za | ||