Senior Financial Operations Coordinator

4 days ago


Centurion, Gauteng, South Africa Rad Resources Full time

We are seeking a highly skilled and organized Senior Financial Operations Coordinator to join Rad Resources. The ideal candidate will have 3 years of experience in the financial services industry and a RE5 qualification.

The successful candidate will be responsible for managing office operations, administering client relationships, and providing exceptional customer service. Key responsibilities include:

  • Implementing new business initiatives and marketing plans
  • Coordinating diary management for new and existing business cases
  • Arranging appointments between Wealth Advisers and clients
  • Maintaining CRM systems and ensuring FAIS compliance
  • Loading new and existing business policies

In addition to these responsibilities, the successful candidate will also be required to maintain accurate administrative documentation, manage policy renewals, and ensure timely distribution of statements.

To be considered for this role, applicants must possess:

  • Matric/Grade 12 qualification
  • 3 years relevant work experience in the financial services industry
  • RE5 qualification
  • Proficient communication skills in English and Afrikaans
  • Computer literacy (MS Office)

This is an excellent opportunity for a motivated individual to take on a leadership role and contribute to the success of our organization. If you have the necessary qualifications and experience, we encourage you to apply.

Estimated Salary: R500,000 - R700,000 per annum, depending on experience.



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