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George: Administrator/ Paraplanner posted by The Talent Room

Job Description

About the Role

We are seeking a highly skilled and experienced Administrator/Paraplanner to join our team at The Talent Room. As an Administrator/Paraplanner, you will provide administration and support to the Financial Advisor, building strong client relationships, delivering superior client service, and applying technical and product knowledge effectively.

Key Responsibilities

  • Ensuring all work is completed accurately, comprehensively, and within set quality standards and timelines.
  • Drafting and processing new business quotations within required SLA’s.
  • Reviewing the new business pipeline, following up, and tracking progress alongside the Financial Advisor.
  • Processing and issuing new business policies and managing existing policy changes.
  • Managing, resolving, and escalating queries through the correct channels.
  • Providing administrative and client support to the Financial Advisor.
  • Building strong relationships with internal and external stakeholders.
  • Issuing quotations timeously.
  • Handling general telephonic and email queries.
  • Maintaining accurate and up-to-date records, statistics, and documentation of all queries and processes.

Requirements

  • Matric
  • 2 years working experience in the Financial Industry
  • RE5 (advantageous)
  • Knowledge of MS Office Suite
  • Excellent Communication skills (verbal and written)
  • Tertiary qualification (advantageous)

Qualifications

(None mentioned)

Salary & Benefits

(None mentioned)

How to Apply

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

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.


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



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Posted in Jobs in Garden Route, Jobs in George, Jobs in South Africa, Jobs in Western Cape

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