Administrator
3 weeks ago
Matric - Essential
A relevant qualification in Financial Planning, Administration or Business Management will be advantageous
RE5 Regulatory Exams
Minimum of 2 years experience in Financial Services, Financial, Wealth Management or risk advisory
Fias and Fica knowledge is a bonus
Must be fluent in Afrikaans
Key Skills and Competencies
- Knowledge of Financial Products Understanding of investment, insurance, and retirement products.
- Confidentiality Ability to handle sensitive client information with discretion and professionalism.
- Accuracy & Attention to Detail Ensuring all documentation and data entry are error-free.
- Multitasking & Time Management Efficiently handling multiple tasks and priorities.
- Working Under Pressure Ability to meet deadlines in a fast-paced environment.
- Strong Communication & Interpersonal Skills Engaging professionally with clients and team members.
- Proficiency in Software & Systems Experience with Microsoft Office and financial planning software.
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