Finance/Investments, KwaZulu Natal Pietermaritzburg
To be advised -
Financial Planning Administrator ? Pietermaritzburg
Our client in the Financial Services Industry is looking for an experienced Financial Planning Administrator to join their established brokerage.
Responsibilities:
• Providing business quotes to new clients
• Archiving of clients
• Drafting and sending client letters
• Maintaining the database; changes in details / addresses
• Updating and checking for appointments
• Reviewing policies on XPlan
Requirements:
• Proficient, meticulous and hardworking
• Previous experience in a similar role
• Excellent communication skills both written and verbal
• Professional and well-presented
• Prior experience on XPlan would be highly advantageous
Please note that due to high volumes of applications, if you are not contacted within 5-days, please note that your application was unsuccessful.
Vacancy Type: Permanent
