Financial Administrator
5 months ago
Our client is a team of experts in the wealth planning field. They are currently looking for an administrator to join their team. If youve got a matric certificate and a few years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you
Main duties and responsibilities
ü Capturing personal and financial information timeously and accurately
ü Completing and submitting application forms on behalf of new and existing clients
ü Following up with insurers and investment houses to ensure administrative efficiency
ü Keeping clients continuously updated on administrative processes and status quo
ü Adhering to compliance and practice management standards set out by the organisation
ü Liaising internally with financial planners and para-planners to ensure the smooth implementation of financial solutions
ü Building relationships with clients, colleagues and service providers
Computer literacy
ü Must be proficient in MS Office, specifically Outlook, Word and Excel
ü Must be willing to use cutting-edge technology in the workplace
Skills and strengths required
ü Excellent written and verbal communication
ü Strong interpersonal and relationship-building skills
ü The willingness to work as part of a team within a dynamic organisation
What you need to apply
ü Curriculum vitae that includes two contactable references
ü Copy of matric certificate
ü Copy of ID
Please send your application to
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