Responsibilities:

Receptionist answering the switchboard, transferring calls, and taking messages
General typing
Assisting with administration relating to Employee Benefit Schemes
Service and maintain existing clients and their records on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation as is required by FAIS
Computer data base on Wealthcraft to be kept updated whenever a change is made to the client record
Any other tasks which you may be required to perform with regards to the clients Life/Investment Planning requirements
Calling for policy information
To assist where necessary when required with administration duties in the office

Requirements:

A relevant degree or diploma in Financial Services, Payroll/HR, Accounting, Legal, or Insurance
At least 2 years of relevant experience in similar roles within the financial services industry

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted. Apply Now

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