Job Description
About the Role
We are seeking a highly skilled and detail-oriented Centurion to join our team as a Financial Advisor Assistant. As a key member of our financial planning team, you will be responsible for supporting our Advisors in managing client relationships, preparing financial documents, and maintaining accurate records. If you have excellent communication skills, a passion for delivering exceptional service, and are proficient in Microsoft Office and Sanlam software, we would love to hear from you.
Key Responsibilities
- Documentation Processing:
- Income reviews: managing reminders, preparing docs for Advisor to discuss with client, changes etc.
- Coordinate and produce annual reviews incl. reports etc.
- Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness
- Personal Effectiveness:
- Accountable for service delivery and take ownership through own efforts of all aspects of the job
- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance)
- Collaborates and networks effectively with others to achieve results
- Quality Assurance:
- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements
- Passionate and committed to service excellence and embrace a culture of exceptional performance
- Relationship Building:
- Build strong partnerships with staff from various suppliers
- Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed
Requirements
- Afrikaans and English very important, a lot of clients are Afrikaans clients as well
- Previous exposure to dealing with and assisting clients in terms of a financial planning is important
- Own transport and a valid driver’s license
- Fully bilingual Afrikaans and English (read, write & speak)
- Grade 12, other diploma or degree will be advantages
Qualifications
- None mentioned
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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