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Financial Planner Assistant E

Table View Cape Town, Province of the Western Cape, 7443 Cape Town Region, South Africa
Closing date
Mar 20, 2023

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Job Role
Accounts Assistant
Contract Type
Full Time
About us, purpose, experience and qualifications

about us
  • make a promise
  • be deeply invested
  • value our differences
  • build trust, not territory
  • have courage
  • always do the right thing
  • stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank's Employment Equity plan The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.


Provide efficient and effective administration support to ensure the smooth running of an investment and risk advisory practice

experience and qualifications
  • Minimum Qualification : Grade 12
  • Experience : 1 to 3 years experience in a similar environment. Administrative experience. Investment and insurance risk industry exposure. Computer literacy (MS Office)

Additional information and responsibilities

additional requirements
  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. Minimum requirements:
  • No Referral plan is assigned to this job

  • Resolve all customer queries efficiently within agreed timelines
  • Maintenance of administration on all products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Be the face and contact for the office of the Financial Advisor and manage existing client's interactions
  • Maximise cross sell opportunities and strengthen client relationships
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
  • Comply with governance in terms of legislative and audit requirements
  • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines
  • Provide accurate and reliable reporting
  • Manage own development to increase own competencies

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