Description:
About your role:
In this role you will be supporting the Financial Advisor(s), with financial planning process by gathering the necessary data, preparing new business quotations and following through on all new business cases including client servicing queries. You will play an integral role in our client review process and executing our client experience. Assist in ensuring a smooth operational practice; being prompt and professional in answering the phones and dealing with our clients.
Knowledge and skills requirements:
ü Professional client facing skills.
ü Good inter-personal skills such as: communication; teamwork; self-motivation; demonstrable initiative and attention to detail.
ü An ability to prioritise, plan and organise.
ü Proactive problem solving in dealing with client enquiries.
ü A working knowledge of FAIS & FICA legislation (must be compliance driven)
ü Be client centric/ service orientated.
ü Maintenance of efficient workflows and tasks.
ü Sound computer skills (Xplan / Word / Excel / Internet Explorer and Email)
Salary:
ü R12 000 –R18 000 Experience and skill dependent.
How to Apply:
ü Email your CV and cover letter to info@personix.co.za Based in Kromboom rd, Cape Town.