Senior Financial Planning Administrator
1 week ago
An established Wealth Management Practice is currently seeking an experienced Financial Planning Administrator to join their team.
**Requirements**:
- NQF 5 Wealth Management (preferred)
- Completed RE5
- BCom degree a bonus
- At least 5 years of experience in the financial planning and wealth management space
- Very strong administrative skills, particularly in terms of estate and retirement planning
- Proven ability to handle sensitive correspondence timeously and with appropriate discretion
- Exposure to working with High Net Worth Individuals would be beneficial
- Prior experience in commercial assurance planning would be useful but is not essential
- Full computer literacy (including advanced Excel)
- Excellent English communication skills, both written and verbal
- A highly professional approach and able to work with accuracy and attention to detail.
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Paraplanner
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