Administrative Support Specialist | Durban North

1 month ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

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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