Financial Planning Administrator
Job details
PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention.Assist Wealth Advisor in managing their workflow and follow-ups.Manage data collection.Collaborate with Unit team members to ensure proactive and seamless client service.Requirements:MatricPrevious Wealth / Investment industry experience Suitable applications can be emailed to liezel@pronel.co.za Note: Only shortlisted candidates will be contacted
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