Minimum requirements:

Knowledge of the Financial Planning industry.
Administrative experience as an assistant to a Financial Advisor.
Good understanding of financial products (investments and life products).
Proficient in Microsoft Word and Excel.
Maths at Matric level would be an advantage.
B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage.
Fully bilingual in English and Afrikaans.

Duties and responsibilities:

Assisting clients over the phone as well as over email correspondence, using web-based software.
Deliver exceptional service that exceeds the client expectations
Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry.
Excellent written and verbal communication skills.
Support clients on a daily basis and should be proficient in both Afrikaans and English.
Client centric approach when dealing with clients.
Calm and well spoken.
Good time and workflow management skills.
Deadline driven.
Manage own development to increase own competencies.

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