Financial Planner Coordinator

1 week ago


Johannesburg, Gauteng, South Africa Curiska Full time
Job Description

We are seeking a highly skilled and experienced Financial Planner Administrator to join our team at Curiska. As a key member of our operations team, you will play a vital role in supporting our financial advisors in delivering exceptional client service.

Responsibilities:
  • Client Communication: You will be responsible for following up with internal and external stakeholders, phone clients to request documents and schedule meetings, and attending to client queries.
  • Document Preparation: You will draft and post quarterly reports, prepare documentation for client meetings, complete forms, and liaise with clients for signing of documents and requesting any outstanding requirements.
  • Instruction Tracking: You will track and monitor instructions, new business, ad hoc top-ups, withdrawals, switches, maturities, income benefit, income change, and section 37 and section 14 transfers.
  • Diary Management: You will manage the diary of the financial advisor by scheduling appointments or follow-up meetings with clients.
  • Compliance: You will ensure that legal and estate planning documents are compliant and constantly update FICA and FAIS.
Company Overview:

Curiska is a reputable financial services company dedicated to providing exceptional client service. We are committed to fostering a culture of excellence and teamwork, and we believe that our employees are our greatest asset.

Benefits:
  • Opportunity for Growth: We offer opportunities for further study and career advancement, allowing you to grow professionally and personally.
  • Collaborative Work Environment: Our team is built on a foundation of trust, respect, and open communication, creating a positive and supportive work environment.


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