12 Jan '21
Financial Planning Administrator

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.

Ad Visible Until: 28 February 2021
Ref: PMB000692/LF

Vacancy Type: Permanent