Introduction
A leading Financial Services company based in Irene, Pretoria in looking for an experienced Investment Administrator to join their dynamic team.
Duties & Responsibilities
- Preparing all documentation for Investment related instructions
- Implementation of all investment related instructions
- Assist with all servicing on investments
- Doing withdrawals, additional contributions, new business, and replacements
- Implement retirements
- Implement proposals
- Sustainability calculations (and other investment calculations)
- Understanding tax rules – be able to explain them to the clients
- Living Annuity revisions
- Assisting with client maturities
Minimum & ideal qualifications:
- Matric certificate
- Tertiary qualification would be an advantage
- Studying towards CFP will be a bonus, but not a requirement
Minimum & ideal previous experience:
- Prior experience in Investment administration and/or CFP
Other
- Own transport
- Must speak Afrikaans and English fluently
Package & Remuneration
R20,000 neg (depending on experience and qualifications)
More information:
We currently work remotely with only 1 office day a week – for the first 3 months, the candidate will be at the office a lot, thereafter flexi hours will be implemented if we see the candidate can work independently.
Interested?
Please send your CV to hr1@peopledimension.co.za
