Financial Advisor Assistant at Alexander Forbes

Job description

Alexander Forbes are looking for Financial Advisor Assistant to cultivate great client relationships and provide marketing support to a Consultant/s in their goal to secure new corporate and individual clients for FPC.

Minimum Requirements

• Matric
• Industry related qualification/certifications, i.e. COP, (advantageous)
• Computer literacy (Microsoft office - outlook, word, excel, power point)
• Skills on CRM and Interface systems (advantageous)

Experience: 

• Ability to deal with multiple tasks simultaneously
• Experience in the Financial Services industry (minimum 2 years)·
• Practical assistant/secretarial experience (essential – minimum 12 months)·
• Investment 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§ Retirement Funds
• Technical administration services (policy values, switches, repurchases)

Essential Behavioural Competencies:

• Excellent verbal and written communication skills (and to communicate effectively)·
• Excellent telephone manner and confident on the phone·
• Professional and presentable demeanor·
• High level of client service orientation