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Financial Planners Assistant

If you thrive on service delivery, structure and interaction with clients then we want you to join our dynamic team. The GCI Group has grown by 40% per year for the past 19 years and has separate Wealth Employee Benefits and Succession Planning divisions in our 11 offices around the country. We are looking for a Financial Planner's Assistant. The key focus area for the Financial Planners Assistant is to offer administrative support to a team Financial Advisors, focusing on the following Key performance areas: Administration, back office support and Client services as well compliance. Qualifications: Matric Tertiary Education an advantage. Computer competency requirements Microsoft packages – with a strong proficiency in excel an advantage. CRM Package – Xplan an advantage . Experience A minimum of three years’ experience in an administration role within the financial services or investment related environment.

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