18 Oct
Nameless
Bellville
Plan-B is an established Sanlam Blue Star Financial Services practice based in Bellville needs the services of a person to support the Financial Advisor who specialises in financial planning of professional clients and must therefore possess over strong administrative and interpersonal skills. Core functions include:- Processing of new business and investment applications - General administration of client information on the data basis- Communication with clientsJob Requirements:- Minimum 3 years experience in a relevant financial services environment (especially long term insurance) and particularly have new business (NUB)
and /or investment experience - Has worked in a Financial Advisor or Insurance Brokerage environment- A working knowledge of S.Net and/or Sanfin will strengthen your application- The ability to work accurately and independently without direct supervision and to deal with more than one issue simultaneously- The ability to professionally communicate with clients in both English and Afrikaans- Grade 12Remuneration:- Market-related salary plus benefits negotiable based on relevant experience- 13th cheque in December based on individual and business performance - 21 days annual leaveWorking hours are Monday to Friday from 8h00 till 16h30Forward your CV to our HR Consultant at: [email protected] you not be invited for an interview within 10 days kindly accept that your application was not shortlisted