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    • Administrator - Rustenburg - Pro Personnel

    Pro Personnel
    Pro Personnel Rustenburg

    1 month ago

    Pro Personnel background
    Description

    Job Summary

    This role is responsible for providing financial planning, administration, and business management services. The ideal candidate will possess a relevant qualification and have at least 2 years of experience in financial services, wealth management, or risk advisory.


    Key Responsibilities

    • Manage financial products, including investments, insurance, and retirement options.
    • Maintain confidentiality and handle sensitive client information with professionalism.
    • Evaluate and improve accuracy in documentation and data entry.
    • Prioritize tasks efficiently to meet deadlines in a fast-paced environment.
    • Foster strong communication and interpersonal skills when engaging with clients and team members.
    • Utilize Microsoft Office and financial planning software effectively.

    Requirements

    • R5 Regulatory Exams certification.
    • Fluency in Afrikaans is required.
    • Bonus points for knowledge of Fias and Fica regulations.
    • A minimum of 2 years of experience in the financial industry.

    Preferred Qualifications

    • Relevant degree in Financial Planning, Administration, or Business Management.
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