Senior Financial Planning Administrator

2 years ago2617 views
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General Details
Advertised By:Agency
Job Type:Contract
Description
An established Wealth Management Practice is currently seeking an experienced Financial Planning Administrator to join their team.
Requirements:
NQF 5 Wealth Management (preferred)
Completed RE5
BCom degree a bonus
At least 5 years of experience in the financial planning and wealth management space
Very strong administrative skills, particularly in terms of estate and retirement planning
Proven ability to handle sensitive correspondence timeously and with appropriate discretion
Exposure to working with High Net Worth Individuals would be beneficial
Prior experience in commercial assurance planning would be useful but is not essential
Full computer literacy (including advanced Excel)
Excellent English communication skills, both written and verbal
A highly professional approach and able to work with accuracy and attention to detail.

Id Subtitle 1078912536
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