Financial Planning Administrator
3 months ago
PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.
Duties would include:
- Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention.
- Assist Wealth Advisor in managing their workflow and follow-ups.
- Manage data collection.
- Collaborate with Unit team members to ensure proactive and seamless client service.
Requirements:
- Matric
- Previous Wealth / Investment industry experience
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