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Financial Services Coordinator

2 weeks ago

Cape Town, Western Cape, South Africa Ultra Personnel Full time
About the Role

This is a fantastic opportunity for a highly organized and detail-oriented Financial Services Coordinator to join our team at Ultra Personnel. The successful candidate will provide high-level administrative support to our Financial Advisors, focusing on client services, operations, and IT systems.

Responsibilities:
  • Support the Financial Advisor in implementing client services experiences as defined by the Head of Client Management Plan.
  • Oversee administrative processes and controls in the Financial Planning practice(s), ensuring accuracy and timeliness.
  • Liaise with product providers, facilitate new business transactions, and ensure compliance with regulations.
  • Provide technical support for IT systems, maintain accurate records, and adhere to business rules and legislation.
  • Collaborate with the regional team to ensure effective communication and client satisfaction.