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Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.- Coordinate and produce annual reviews incl. reports etc.- Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.Personal Effectiveness- Accountable for service delivery and take ownership through own efforts of all aspects of the job.- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance). - Collaborates and networks effectively with others to achieve results.Quality Assurance- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.- Passionate and committed to service excellence and embrace a culture of exceptional performance.Relationship Building- Build strong partnerships with staff from various suppliers.- Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.Knowledge and SkillsIT / Systems:- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).- Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.- Adequate typing speed.Competencies- Detail- and task orientation & Effective multi-tasking.- Proactive problem-solving ability, planning and organizing.- Sound communication skills (written, email and phone).- Building efficient relationships to accomplish objectives of role.- Information Monitoring, Initiating Action &Ownership.Requirements: - Grade 12, other diploma or degree will be advantages.- Afrikaans and English very important, a lot of clients are Afrikaans clients as well.- Previous exposure to dealing with and assisting clients in terms of a financial planning is important.- Own transport and a valid drivers license.- Fully bilingual Afrikaans and English (read, write & speak).
https://www.jobplacements.com/Jobs/F/Financial-Advisor-Assistant-Irene-Centurion-1255643-Job-Search-03-04-2026-00-00-00-AM.asp?sid=gumtree
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Job Placements
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IMPORTANT ASPECTS ABOUT THE POSITION:
It is a commission based job and has no basic salary to it;
It requires sourcing of clients outside of the office:
It requires passion for sales, meeting new people and looking after the financial needs of the client acquired;
The candidate must be confident, assertive and able to socialize
The candidate must be fluent in English
The candidate must have their RE1 and/or RE5
BASIC CRITERIA REQUIRED:
The candidate should at least have a grade 12,
The candidate should have experience in the financial industry
FOR MORE INFORMATION, CONTACT:
Joshua.Debideen@Sanlam.co.za or WhatsApp 064 650 7593
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