Financial Planning Administrator

PMB based. This role would entail providing support to the Wealth Advisor who specializes 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:

Matric
Previous Wealth/Investment industry experience

Suitable applications can be emailed to ******.
Note: Only shortlisted candidates will be contacted.
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