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Feb 11, 2021

Financial Planning Administrator/ Financial Planner

  • Pronel Consultants
  • Pietermaritzburg, South Africa
Full time Finance

Job Description

Reference Number: PRO1701632821

Skills
Financial Administration Financial Advising Financial Planning

Job Description
Our client based in Pietermaritzburg is looking for a Financial Planning Administrator/ Financial Planner

Requirements as follows:

Experience in a similar role within the financial services/ financial planning industry
Non smoker
Passion for numbers
Duties as follows:

Fica - Clients
Prepare Switches/Beneficiary Changes and Submit
Submit New Business
Updating/Checking of Clients for Appointments
New Business Quotes
Archiving of Clients
Client Letters
Change of Address / Client Details
Month End Data / Payments
Month End Data / Payments
Asset Allocation - Update of Funds
Confirm Bills and Appointments
Telephones - Day Queries
Tax Certificates
Review Dates Tp Be Cchanged On Xplan

If you meet all of the above, please send your CV to email given

Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted


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