First Rand Vacancies – Financial Planner Assistant

Job Description:

Job Responsibilities:

• Comply with governance in terms of legislative and audit requirements
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
• Resolve all customer queries efficiently within agreed timelines
• Be the face and contact for the office of the Financial Advisor and manage existing client’s interactions
• Maximise cross sell opportunities and strengthen client relationships
• Provide accurate and reliable reporting
• Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Maintenance of administration on all products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Manage own development to increase own competencies

Job Requirements:

• Minimum Qualification : Grade 12
• Experience : 1 to 3 years experience in a similar environment. Administrative experience. Investment and insurance risk industry exposure. Computer literacy (MS Office)

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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