Alexander Forbes Financial Services (Pty) Ltd is looking for Financial Advisor Assistants to deliver exceptional administration support to Financial Advisers, in their goal to secure new clients and service an existing client base.
To cultivate great client relationships and deliver great client service.
Industry related qualification / certifications, i.e. Wealth Management course (advantage)
Experience in the Financial Services industry (minimum 3 years)
Practical assistant / secretarial experience (advantage)
Investment and Life product knowledge (essential)
Good understanding of the Financial Services industry - corporate and individual client
Good understanding of investments, investment vehicles and retirement funds
Linked products : Preservation Funds, Retirement Annuities, Annuities
Voluntary products (savings vehicles, endowments)
Unit Trusts / Multi Manager Funds
Insurance related skills and knowledge Technical administration services (policy values, switches, repurchases)
Key performance areas