Our Clients in the banking sector is looking for experienced Financial Advisers to join our Dynamic Team in our Company. Hard-working and an enthusiastic team player with discipline, honesty, and integrity is a necessity. Please refer to the minimum requirements, duties, and responsibilities below for further information.
Requirements
- Own Vehicle
- Cell Phone and Laptop
- Matric /Gr 12
- Com, LLB or Financial Industry related qualifications (preferable)
- RE 5 qualification (preferable)
- 1 years’ experience in finance or investment industry is essential
- Networking skills are a must.
- Professional appearance.
- No Criminal record and clean ITC listing
Responsibilities
- Accurately directing the various instructions received from internal and external parties on the internal
- workflow system according to specific work types
- Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
- Indexing and scanning of documentation on the company’s internal system
- Ad-hoc client service project involvement
- Recon of all incoming emails and faxes
Competencies
- Knowledge of processing in the investment or linked product industry
- Customer Service Orientation (Clients/Brokers/Advisors/Internal staff)
- Relationship Building Skills
- Attention to Detail/Accuracy
- Numerical Skills
- Communication Skills (English and Afrikaans)
- Ability to work under pressure/flexibility (overtime)
- Problem-solving
- Typing proficiency
- Computer Skills (MS Office)
Company
Succour Wealth Pty
Salary Range
R45 999 a month
Apply Online
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