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Gauteng: Financial Advisor Assistant in Long Term Risk posted by NFB Private Wealth Management JHB Ltd

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Job Description

About the Role

As a Financial Advisor Assistant in Long Term Risk at NFB Private Wealth Management JHB Ltd, you will be providing effective administration support to our designated Private Wealth Manager specializing in long term risk products and their clients. Your role is crucial in delivering world-class service to our stakeholders.

Key Responsibilities

  • Setting up appointments
  • Client Liaison
  • Communicating with Product Providers
  • Processing of New Business (Loading onto Elite Wealth & follow-up of New Business)
  • Maintaining relevant client database (currently on Elite Wealth) and integrity of client and investment information
  • Loading risk products into Elite Wealth system and either storing in safe or sending to client
  • Assisting with client servicing requirements
  • Scanning / Filing; Mail
  • General Correspondence and administrative duties required by Financial Advisor and other senior staff as required from time to time
  • Performing administrative duties that would reasonably be required of you
  • Attending general meetings as required
  • Helping create and maintain a positive working environment at all times

Requirements

  • Long term risk knowledge and experience in the preparation of applications and quote comparisons
  • Basic knowledge of long term risk benefits (such as life cover, disability and critical illness)
  • Previous exposure to long term risk products
  • Integrity and honesty
  • Excellent communication skills, both written and verbal
  • Deadline and detail orientated

Qualifications

No specific qualifications mentioned in the original job description.

Salary & Benefits

Salary details not specified in the original job description.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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