Recruitment Room Team
WEALTH ADMINISTRATOR (Financial Advisory Services)
Job Description
Overview
(Area:) Kloof
(Salary:) Market Related
(Ref: AG)
Our client seeks to appoint a qualified Wealth Administrator with direct experience 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.
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