Financial Planner Administrator
Posted on 2025-03-20
| Category | Accounting Finance |
|---|---|
| Location | Gauteng / Johannesburg |
Job Summary
Requirements:
General Must have excellent knowledge of investment products Preference for investment management, financial planning, accounting, tax or CFP At least 2 years’ experience in a financial services environment Knowledge of the financial services industry FAIS and FICA knowledge Professional verbal and written skills Drivers licence and own vehicle This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry – either specializing in client services or financial planning Computer Competency Microsoft Office applications Knowledge General knowledge of financial markets Knowledge of investment products Rate of return and income tax (CGT) Personal Characteristics Excellent verbal and writing skills Detail-orientated High levels of accountability and trust Multi-tasking Good people skills Strong ability to work under pressure Ability to work independently as well as within a team structure Professional and positive attitude
Responsibilities:
Administration Follow up on various instructions with internal and external stakeholders Phone clients to request documents and schedule meetings Attend to client queries Draft and post quarterly reports Prepare documentation for client meetings Complete forms and liaise with clients for signing of documents and requesting any outstanding requirements Compile investment proposals Complete all documentation, mandates and applications forms Submit various instructions Track and monitor instructions: new business, ad hoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfers Manage the diary of the financial advisor by scheduling appointments or follow up meetings with clients. Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting. Ensure that legal and estate planning documents are compliant Constantly update FICA and FAIS Greater Office Contribution Attending annual client presentations and other advice-related events. General office management tasks including reception, facilities, diary management, stationery management etc. Remuneration and Benefits R15 000 per month Opportunity for further study Opportunity for growth and career advancement
Financial Planner Administrator position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-20 in the Accounting Finance category
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Financial Planner Administrator
Posted on 2025-03-20
| Category | Accounting Finance |
|---|---|
| Location | Gauteng / Johannesburg |
Job Summary
Responsibilities:
Follow up on instructions with stakeholders, manage client queries, and request documents. Prepare and post quarterly reports, complete forms, and handle client documentation. Compile investment proposals, track new business, withdrawals, and other financial instructions. Schedule meetings, manage the advisor’s diary, and monitor meeting action items. Ensure compliance with legal and estate planning documents, and update FICA and FAIS records. Assist with general office management and attend client presentations and events.
Requirements:
General: Strong knowledge of investment products and financial markets. Preference for qualifications in investment management, financial planning, accounting, tax, or CFP. Minimum 1 years’ experience in a financial services environment. Knowledge of FAIS and FICA regulations. Strong verbal and written communication skills. Driver’s license and own vehicle.
Financial Planner Administrator position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-20 in the Accounting Finance category
Click Go Apply to apply online!
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