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Financial Advisor Assistant

Responsibilities: Prepare a Financial Needs Analysis for the Advisor. Requesting information required to prepare a Financial Needs Analysis from clients or third parties. Identifying existing clients whose portfolios need to be reviewed. Manage and coordinate the Advisor’s diary. Recording all activities on the Client Management System. Attending to Policy Services. (Premium Warnings, cancellations, claims etc.) Screen all incoming calls, re-direct where appropriate, and deal with telephone queries where relevant. Receive visitors and welcome them accordingly. Qualifications: Grade 12 or, Any B. Com Degree, however candidates with a B. Com Financial Planning Degree or a degree applicable to the long-term insurance industry will have an advantage. Experience and Knowledge Required: No Experience required if the candidate is a graduate as mentioned above. If no qualification, then at least 2 years ‘experience within the long-term Insurance industry. Windows 7/8/10 Microsoft Office (Outlook, Word, & Excel) Competencies & Skills Required: Fully Bilingual in Afrikaans & English Must have own transport. Vibrant Person with a Positive attitude towards life and willingness to grow as a person. Job Knowledge/continues improvement. Ability to work under pressure and meet deadlines. Methodical, detailed and organised work style. Planning and Organizing. Professional Appearance. Basic: R10 000 PM+ (Neg depending on exp/ qualf).

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