Financial Planner Assistant

2 weeks ago


Randburg, Gauteng, South Africa 2eb0975f-92ee-4ed0-938c-571e89a0e3e1 Full time R400 000 - R600 000 per year

Company Description

Momentum is a trusted financial services company that forms part of Momentum Group Limited. Our belief is that with the right #Advice For Success, small steps can turn into giant achievements. We provide tailored solutions and advice to accelerate your journey to success. Momentum is committed to helping clients achieve their financial goals with innovative and personalized financial solutions. You would be working directly for a Momentum Financial Planner.

Role Description

This is a full-time on-site role for a mature Financial Planner Assistant
specializes in Investments, Medical Aid, Long and Short Term Insurance.
Offices are located in Randburg Johannesburg.

The Financial Planner Assistant will be responsible for supporting executives with daily running of the office, administrative tasks, managing schedules, organizing meetings, coordinating communications, and handling client queries. The role requires strong interpersonal and communication skills to effectively liaise with clients

Qualifications

  • Personal Assistance, Executive Administrative Assistance, and Administrative Assistance skills
  • Underwriting and Claims
  • Strong Interpersonal Skills and Communication skills. Bilingual: English, Afrikaans required.
  • Excellent organizational and time management skills
  • Excellent telephone etiquette and ability to work under pressure
  • Ability to handle confidential information with discretion
  • Proficiency in office software and tools (e.g., MS Word, Excel and MS Office Suite)
  • Previous experience in a similar role and Momentum Product& systems knowledge a plus
  • High school diploma or equivalent; additional qualifications are a plus
  • Own transport and License

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