Financial Planning Administrator
Büchner Financial Consultants
Other,
Administrative and clerical roles handle the day-to-day paperwork, scheduling and record-keeping that keep SA businesses running, and are a popular path for matriculants with strong organisation skills.
This listing does not state a salary. As a guide, admin roles in South Africa typically pay R8 000 to R20 000 a month (indicative).
Job description
The Financial Planning Administrator plays a critical role in supporting our Financial Planners through the preparation implementation and servicing of investment, life assurance and employee benefits solutions.
The successful candidate will be responsible for producing quotations, conducting policy and portfolio reviews, assisting with financial planning research and identifying planning opportunities or gaps within existing client portfolios. The role requires a strong attention to detail, excellent organisational skills and a commitment to delivering an exceptional client experience.
Pay: R18 000,00 - R20 000,00 per month
Experience:
- Life Insurance: 2 years (Required)
Language:
- English (Required)
Work Location: Hybrid remote in Mount Edgecombe, KwaZulu-Natal
Good to know
What does this admin job pay?
This listing does not state a salary. As a guide, admin roles in South Africa typically pay R8 000 to R20 000 a month (indicative).
Do I need experience for admin jobs in Other?
This admin role may ask for some experience or a relevant qualification. Read the listing for the specifics before you apply.
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Found on Indeed · Posted Today