Junior Financial Planning and Investment Administrator

RESPONSIBILITIES:

• Providing administration support to clients and colleagues i.e data management, data capturing, compliance monitoring
• Contacting clients and booking time for reviews in IFA's diaries
• Collection of required documents from clients and service providers i.e client consent, fund fact sheets, investment statements, risk policy statements, latest will
• Ensuring Living Annuity Income Revisions and Section 14 fee renewal meetings are arranged prior
• Managing relationships with clients

REQUIREMENTS:

• Financial Planning certification
  
• 120 credits NQF5 qualification preferable
  
• Minimum 2 years experience as an administrator in a financial services/ financial planning environment

Desired Skills:

• Excellent communication skills
• Attention to detail
• IFA Administration
• Financial Planning Administration
• Investment Administration
• Client administration
• 120 credits

Desired Work Experience:

• 1 to 2 years

About The Employer:

Well established Financial Services company