Description:
Min RequirementsMatric - Essential
A relevant qualification in Financial Planning, Administration or Business Management will be advantageous
RE5 Regulatory Exams
Minimum of 2 years experience in Financial Services, Financial, Wealth Management or risk advisory
Fias and Fica knowledge is a bonus
Must be fluent in Afrikaans
Key Skills and Competencies
Knowledge of Financial Products Understanding of investment, insurance, and retirement products. Confidentiality Ability to handle sensitive client information with discretion and professionalism. Accuracy & Attention to Detail Ensuring all documentation and data entry are error-free. Multitasking & Time Management Efficiently handling multiple tasks and priorities. Working Under Pressure Ability to meet deadlines in a fast-paced environment. Strong Communication & Interpersonal Skills Engaging professionally with clients and team members. Proficiency in Software & Systems Experience with Microsoft Office and financial planning software.
05 Mar 2025;
from:
gumtree.co.za