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Personal Assistant

3 months ago

Cape Town, South Africa Profile Personnel Full time

Personal Assistant / Paraplanner  required for a financial planning practice based in George / Cape Town (Belville) 

Job Description:

This is a great opportunity to join a mature financial planning practice and to work in collaboration with an experienced Financial Planner. The successful applicant must be a focused individual who follows an orderly, detailed and systematic approach to work, with a high level of accuracy whilst also be able to work under pressure. The successful applicant must be a self-motivated individual with clear and concise communication skills – verbal, writing and telephone, and be able to work in a team as well as being eager to learn.

The successful applicant must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.

Qualifications/Requirements:

  • Preferably 3+ years relevant work experience in the financial planning, insurance and wealth management industry, preferably working with a financial adviser in an assisting or administrative capacity.
  • Knowledge and working experience of relevant systems and tools (CRM and Planning) used in practice.
  • Matric Certificate.
  • Additional industry qualification will be
  • Relevant industry training such as FICA and POPI.
  • Computer literacy in Excel, Word and Office is critical.
  • Fluent in English and Afrikaans, verbal and writing.

Should you wish to apply please email your CV through to Emily Lessing