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  • Posted: Sep 8, 2017
    Deadline: Not specified
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    The Wholistics Planning Group provides independant financial planning advice and solutions to personal and corporate clientele. The Group combines 3 clearly distinct, specialist business units to render diverse services :- Execuserv: The Group's financial advice and planning professionals. Ethix Advisory Services: Our specialist wealth advisory management co...
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    Administrator - Financial Planning - Client Services

    Job description

    PLEASE ENSURE THAT YOUR RESPONSE DEMANDS MEETING THE SPECIFICATIONS OF THIS CAREER OPPORTUNITY WITHOUT EXCEPTION

    MINIMUM REQUIREMENTS:

    • At least 3 full years full time employment for an FSP/ Financial Planning Organisation
    • Matric is essential - RE qualification an advantage
    • Comprehensive knowlege of products across all registered providers preferred
    • Computer proficiency in Microsoft Outlook, Word and Excel and a good understanding of the internet
    • Sound knowledge of the Financial Services Industry
    • XPlan and Astute experience is essential
    • Own transport essential

    COMPETENCIES:

    • Excellent time management skills
    • Strong communication and administrative skills
    • Must show attention to detail and have the ability to work independently
    • Must be service orientated and deadline driven
    • Must uphold the Company's value system and be able to work under EXTREME pressure
    • Must be enthusiastic and well groomed
    • Must have good listening skills and empathy

    RESPONSIBILITIES:

    • Client liaison
    • Excelllent existing Broker Consultant relationships
    • Creation and pulling of Policy Schedules via Astute for new clients
    • Updating of existing clients' policy schedules via provider portals
    • General admin including filing, database management and other admin functions relating to the long term insurance and investment industry

    Method of Application

    Interested and qualified? Go to The Wholistics Planning Group on www.linkedin.com to apply

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