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Durban: Administrator | Umhlanga

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Job Description

About the Role

The primary purpose of this Administrator role is to support Financial Planners in delivering exceptional client service, ensuring a seamless experience for clients across various financial products.

Key Responsibilities

  • Application Processing: Completing, submitting, and tracking client applications for investments and risk products, including new business, switches, and redemptions.
  • Client Servicing: Handling portfolio queries, obtaining tax certificates, and resolving client complaints timeously.
  • Portfolio Management: Maintaining accurate client data on XPlan, preparing meeting files, and ensuring all documentation is saved correctly.
  • Estate Administration: Assisting with the winding up of estates, preparing estate packs, and providing regular updates to beneficiaries.
  • Office Support: Managing switchboard duties and providing reception cover as needed.

Requirements

Broad knowledge of financial services and experience in Financial Planning is highly preferred. Understanding of the financial planning process and product provider policies.

Qualifications

Formal education/certifications not specified.

Salary & Benefits

Salary information not provided.

How to Apply

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

About Accounting / Finance Jobs in eThekwini

The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.

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Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.

Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.

Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.

Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.

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



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