Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:
Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
Process new business applications timeously and accurately, with strong follow-up discipline
Process increases, amendments and servicing requests on existing business
Ensure accurate workflow and data capture on Elite Wealth and internal systems
Prepare and submit documentation packs for onboarding and servicing
Liaise with clients proactively, ensuring clear communication of progress updates
Maintain electronic client records, ensuring compliance with regulatory and internal requirements
Support Financial Planners pre- & post-client meetings
Engage in ongoing professional development and contribute to a positive team culture
Requirements
You will be required to have:
Senior-level experience in Financial Services administration - supporting Financial Planners and/or Healthcare Consultants
Grade 12 or equivalent
Computer literacy and strong MS Office skills
Clear and professional written and verbal communication skills
A Higher Certificate in Financial Planning would be advantageous