Description:
Requirements:
Grade 12 (Matric) certificate or accepted NQF4 qualification. A qualification accepted by the FSCA. A minimum of 35 years of experience in a similar role. RE5 Regulatory Examination for Representatives. Fully bilingual in English and Afrikaans (non-negotiable due to client base). Class of Business certificates. Strong computer literacy, including MS Word, Excel, Outlook, and Internet use. Sound understanding of the basic principles of life insurance and investment products.Responsibilities:
Provide administrative support to Financial Advisors. Assist in the preparation of financial needs analyses and client documentation. Compile and manage investment, estate, and risk benefit plans. Ensure all client documentation is up to date and compliant with FAIS and FICA legislation. Maintain accurate records and follow up on outstanding client requirements. Liaise professionally with clients to ensure high levels of service. Follow the six-step financial planning process. Please note that only shortlisted candidates will be contacted. Please be advised that should you not receive a response within two weeks of applying, please consider your application unsuccessful.
26 May 2025;
from:
gumtree.co.za