Financial Advisor Assistant
Alexander Forbes
Sandton
5d ago

Introduction...

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.

Matric

Industry related qualification / certifications, i.e. Wealth Management course (advantage)

Tertiary qualification(advantage)

Required Experience

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

  • New Business Prospect
  • New Business & other financial transactions
  • Client Relationship Management
  • Assisting the Financial Advisor with maintaining the existing client base
  • Review Process
  • Attend to existing business queries
  • Public Relations
  • General (Ad-hoc Projects)
  • Apply
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