Administrative Support Specialist | Durban North
1 month ago
About the Role
The Recruitment Council is seeking a skilled Paraplanner to join our team in Durban North. As a key member of our financial services team, you will provide administrative support to financial planners and assist with various tasks to ensure seamless client interactions.
Key Responsibilities
- Conduct administrative tasks, including answering calls, responding to inquiries, and scheduling appointments.
- Offer recommendations to financial planners by researching investment options, analyzing data, and providing insights.
- Prepare analytical reports based on financial data and research to support informed decision-making.
- Support client projections and create financial reports to facilitate effective communication with clients.
- Conduct thorough research to facilitate compliance checks, create suitability reports, and answer technical queries.
Requirements
- Matric qualification.
- Bachelor's degree in finance or a related field.
- Certified Financial Planning (CFP) certification.
What We Offer
- A dynamic and supportive work environment.
- Opportunities for growth and professional development.
- A competitive compensation package.
Contact Us
For more information, please contact The Recruitment Council at your earliest convenience.
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