Financial Advisor Assistant

4 weeks ago


Klerksdorp, South Africa Ikusasa Recruitment Group Full time

The Financial Advisors assistant is responsible for the after sales service to customers contributing to ongoing customer relationship

The focus of the role is to provide quality service, retain clients and to retain the client

The role requires you to have excellent client relationship management skills and office admin skills

You must reside in klerksdorp
- General administrative duties
- Assist Broker with tasks
- Prepare client files
- Process client queries and instructions
- Administer all products
- Available to assist clients 24/7
- Able to navigate and assist clients on CRM systems

**Qualifications**

Grade 12 qualification

RE 5 with Full Qualification / 120 FAIS Credits

5+ years relevant work experience within the short-term insurance industry

Proficient in both spoken and written Afrikaans and English

Computer literacy (MS Office)

**Salary**: R14 000,00 - R16 000,00 per month



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