A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.
• Assisting Financial Planners in all their administrative tasks
• Research product information
• Prepare and implement financial planning and investment proposals
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication
• Matric Qualification
• BCom degree (Advantageous)
• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)
• Must be able to speak and understand Afrikaans and English, due to client base.
Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
PEOPLE DIMENSION believes that every successful Brand is shaped by Great People who deliver on the promise they make. PEOPLE DIMENSION is a Recruitment agency committed to seek greatness in the South African job market. Skills attraction is our passion and building trusted partnerships with both our clients and applicants our priority. PEOPLE DIMENSION prides us on providing a personalized and delivery-focused recruitment function across all industries. Our Services include both permanent and contract placements, in the following specialist areas; Information Technology Engineering Finance Office Support Insurance Marketing & Sales A clear understanding of our clients’ business and corporate culture is the starting point of every successful placement we make. Our extensive industry knowledge and more than 11 year presence within the recruitment industry, enables us to find and introduce South Africa’s top talent to our clients. We also believe in continuous follow up on the progress of the candidate we have placed as well as the level of both our client’s and candidate’s satisfaction with our service. PEOPLE DIMENSION adheres to the APSO Constitution and Code of Ethics and is therefore very serious in complying with the requirements of South Africa’s Labour legislation. We are also a Level 4 BEE Contributor. Integrity and Service excellence is our promise to you. We invite you to choose PEOPLE DIMENSION as your recruitment partner.
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