Recruitment-room Volunteers

WEALTH ADMINISTRATOR (Financial Advisory)

Kloof
1 week ago
Application ends: August 13, 2024
Deadline date:
August 13, 2024

Job Description


Overview

(Area:) Kloof

(Salary:) Market Related

(Ref: AG)

Our client seeks to appoint a qualified Administrator with direct expereince in wealth management/financial planning.   Must have at least 3 years’ experience in supporting a broker/financial planner/paraplanner.  A relevant diploma and RE 5 would be an advantage. Knowledge of Elite software and MS Office at an intermediate level is essential.  The incumbent must have exceptional telephone and interpersonal skills as this is a client interacting position. 

Please email Andrea Galloway: andreag@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful.

To apply for this job email your details to andreag@srgfp.co.za