Senior Financial Support Specialist | Durban North

2 days ago


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

At The Recruitment Council, we are seeking a highly skilled Senior Financial Support Specialist to join our team in Durban North. As a key member of our financial services team, you will play a crucial role in supporting and assisting experienced financial planners with their daily tasks.

This is an excellent opportunity for a young professional looking to develop their skills and knowledge in the finance industry. Your long-term goal may be to become a Financial Advisor, and this position offers the ideal platform for growth and development.

The primary responsibilities of this role include conducting administrative tasks such as answering calls, responding to emails, scheduling appointments, and organizing client records and data entries.

You will also be responsible for providing recommendations and insights to financial planners during the planning process, as well as writing analytical reports based on financial data and research. Additionally, you will support clients in creating financial projections and reports, and facilitate compliance checks and suitability reports.

To succeed in this role, you should possess a Matric certificate, a Bachelor's degree in Finance or a related field, and completed Certified Financial Planning (CFP) certification. Strong research skills, attention to detail, and the ability to summarize complex information are essential for this position.

We offer a competitive salary of R250,000 per annum, reflecting the high demand for skilled professionals in the finance sector. If you are motivated, driven, and passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity.



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