Senior Administrator

2 days ago


Cape Town, South Africa The Recruiters Full time

**Title**:
**Senior Administrator**:
**Salary**:
R24000 - R26000

**Description**:
The Client:
A full solution financial planning practice providing services in Investment, Estate Planning, Insurance and Tax.

**Category**:
Office

**General Requirements**:
**Requirements**:

- Relevant financial or administrative degree/diploma/certificate preferred
- Knowledge and experience in a financial advisory environment (minimum 5 years)
- Knowledge of Financial Planning principles both long and short term
- Knowledge of financial products and services
- Experience in preparing and presenting client
- Excellent verbal and written communication skills
- English first language. Knowledge of another language will be considered an asset.

**Responsibilities**:

- Technical financial planning support to Advisers, including ad hoc queries, proposals and presentations
- Schedule appointments and assist clients with paperwork.
- Assist financial advisor with client support and time management.
- Handle financial operational problems, such as issues with statements and transactions.
- Review of client financial planning proposals
- Product provider management including due diligence and reviews
- Analysing portfolios
- Portfolio monitoring and investment report collating
- Internal compliance and client services

Competencies required:

- Professionalism
- Attention to detail
- Ability to interact confidently at all levels
- Excellent communication skills (verbal and written)
- Relationship building skills
- Analytical skills
- Ability to work independently
- Deadline orientation
- Teamwork

**Location**:
Cape Town

**Consultant**:
**Shanita Kriel


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