Financial Advisor Administrator/New Business Administrator (Bellville)

My client is an established Sanlam Blue Star Financial Services practice based in Bellville and needs the services of a new business and investment administrator to support a Financial Advisor who specialises in the financial planning of professional clients. The candidate must therefore possess over strong administrative and interpersonal skills.

CORE FUNCTIONS

- Processing of new business and investment applications

- Capture and submit new business (NUB) applications timeously and do follow-ups when required

- Manage and obtain outstanding requirements i.e. medical information, bank details, FICA documents

- General administration of client information on the data basis

- Written and verbal communication with clients such as the handling of queries

JOB REQUIREMENTS

- Grade 12

- Minimum of 3 years' experience in a Financial Advisor or Insurance Brokerage environment

- Must have new business (NUB) and/or investment administration experience

- A working knowledge of either Sanfin or AdviceTech or Elite Wealth or Asset-Map or Workpool and the administration of Glacier products will strengthen your application even further

- The ability to work accurately and independently without direct supervision and to deal with more than one issue simultaneously

- The ability to professionally communicate with clients in both English and Afrikaans

REMUNERATION

- Salary of R20000/month negotiable depending on relevant experience

- Monthly performance bonus if monthly targets are met

- 13th cheque in December based on individual and business performance

- Group risk and income protector cover

- 21 days annual leave per annum

Working hours are from Monday to Friday 8:00 to 16:30 and the succesful candidate will join a small professional team

Forward your CV to our HR Consultant at: fjjconsult@mweb.co.za

Should you not be invited for an interview within 10 days kindly accept that your application was unfortunately not shortlisted