Where

Financial Planner Administrator

Executive Placements
Johannesburg Full-day Full-time

Description:

Requirements:

General

Must have excellent knowledge of investment products Preference for investment management, financial planning, accounting, tax or CFP At least 2+ years’ experience in a financial services environment Knowledge of the financial services industry FAIS and FICA knowledge Professional verbal and written skills Drivers licence and own vehicle This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry – either specializing in client services or financial planning

Computer Competency

Microsoft Office applications

Knowledge

General knowledge of financial markets Knowledge of investment products Rate of return and income tax (CGT)

Personal Characteristics

Excellent verbal and writing skills Detail-orientated High levels of accountability and trust Multi-tasking Good people skills Strong ability to work under pressure Ability to work independently as well as within a team structure Professional and positive attitude

Responsibilities:

Administration

Follow up on various instructions with internal and external stakeholders Phone clients to request documents and schedule meetings Attend to client queries Draft and post quarterly reports Prepare documentation for client meetings Complete forms and liaise with clients for signing of documents and requesting any outstanding requirements Compile investment proposals Complete all documentation, mandates and applications forms Submit various instructions Track and monitor instructions: new business, ad hoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfers Manage the diary of the financial advisor by scheduling appointments or follow up meetings with clients. Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting. Ensure that legal and estate planning documents are compliant Constantly update FICA and FAIS

Greater Office Contribution

Attending annual client presentations and other advice-related events. General office management tasks including reception, facilities, diary management, stationery management etc.

Remuneration and Benefits

R15 000 per month Opportunity for further study Opportunity for growth and career advancement


19 Mar 2025;   from: gumtree.co.za

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