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Financial Planning Administrator

5 months ago

Pietermaritzburg, South Africa Pronel Personnel Full time

PMB based.   This role would entail providing support to the Wealth Advisor who specialises in the private client market.  Previous industry experience is essential - specifically experience dealing with investment houses / platforms.

Duties would include:

  • Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention.
  • Assist Wealth Advisor  in managing their workflow and follow-ups.
  • Manage data collection.
  • Collaborate with Unit team members to ensure proactive and seamless client service.

Requirements:

  • Matric
  • Previous Wealth / Investment industry experience

 

Suitable applications can be emailed to liezel@pronel.co.za

 

Note:  Only shortlisted candidates will be contacted