Financial Advisor Assistant

Recruiter:

The Recruitment Council

Job Ref:

Financial Advisor As..

Date posted:

Friday, June 24, 2022

Location:

Durban, South Africa

Salary:

Annual Salary

SUMMARY:
Financial Advisor Assistant

JOB DESCRIPTION:

This national Investment & Wealth Firm is on the hunt for an experienced insurance & wealth administrator assistant who will be primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship.

The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures.

The role needs excellent client relationship management and office administrative skills.

This ideal candidate needs to be a team player and be able to work in a group environment. You must have the ability to take initiative and “thinking outside of the box” mindset with the appropriate skills application.

Responsibilities:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Research product information
• Maintain the CRM system

Minimum requirements:

• Grade 12 / NQF4 qualification
• RE 5: First Level Regulatory Examination 5: Representatives
• 3 - 5 years relevant work experience within the financial services industry
• Knowledge of life and investment quotation systems
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Driver’s license and own vehicle
• Must currently reside in Rustenburg or nearby

Competencies required:

• Resilient (achiever mindset)
• Must be able to operate and perform under pressure
• Deadline orientated
• Teamwork
• Organising and planning
• Accept and take full accountability for actions performed as per job description/existing processes and continuous
accurate record keeping of activities performed pertaining to job description
• Ability to perform/work in a paperless/electronic work environment
• Client service orientation
• Attention to detail
• Must be willing to learn and improve in professional capacity (i.e., relevant industry related studies)

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

Similar jobs you might be interested in:

Financial Advisor Administrator
Location: Durban
Salary: R240 000 Per Annum
Exciting Opportunity for a financial advisor Administrator– Deliver Exceptional Service and Drive Client Success!
17 days ago

Financial Advisor
Location: Durban
Salary: Basic Salary + Commission
Join Our Award-Winning Team as a financial advisor (Investment Specialist) – Shape Wealth and Transform Lives!
26 days ago

Financial Advisor
Location: Durban
Salary: Market Related
Leading Personal Finance company seeking experienced financial advisors in Kwa-Zulu Natal
73 days ago

Financial Advisor
Location: Durban, And Joburg
Salary: Market Related
Experienced financial advisor
76 days ago

BUSINESS CONSULTANT/FINANCIAL ADVISOR
Location: Durban
Salary: market related
Finance advisor
81 days ago

Financial Controller
Location: Durban
Salary:
10 days ago

Administrator
Location: Durban
Salary: 7 000
Stanger - We are seeking an efficient and detail-oriented Administrator to support a Senior financial advisor. The ideal candidate will manage administrative tasks, maintain client records, coordinate appointments, and ensure the seamless day-to-day operation of the office.
13 days ago

Paraplanner
Location: Durban
Salary: R360 000 Per Annum
Kickstart Your Finance Career as a Paraplanner: Support, Learn, and Grow!
25 days ago

Business Development Consultant
Location: Durban
Salary: 15000
financial advisor
76 days ago

Business Development Consultant
Location: Durban
Salary: 15000
financial advisor
81 days ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in Durban

Jobseekers

Recruiter

General