FNB: Financial Assistant Planner


  • About us, purpose, experience and qualifications
  • about us
  • There is no about us detail available.
  • purpose
  • 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 requirementsresponsibilities
    • 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