Financial Advisor Assistant, New Business Assistant (Bellville), Bellville, Northern Suburbs. Company Name: FJJ Consultation Services. My client, a small and established Sanlam Blue Star Financial Services practice based in Bellville needs the services of an additional new business and investment assistant to support two financial advisors who specialise in financial planning of professional clients and must therefore possess over strong administrative and interpersonal skills.

Core functions are: Processing of new business and investment applications. General administration of clients on the data basis. Communication with clients.

Job requirements: Minimum of 3 years experience in a relevant financial services environment (especially long term insurance) and particularly have new business (NUB) and/or investment administration experience Has worked in a Financial Advisor or Insurance Brokerage environment. The ability to work accurately and independently without direct supervision and to deal with more than one issue simultaneously.

A working knowledge of S.Net and/of Sanfin and/or with the administration of Glacier products will definitely strengthen your application. The ability to professionally communicate with clients in both English and Afrikaans. Grade 12.

Remuneration: Salary negotiable based on experience. Monthly performance bonus if monthly targets are met. 13th cheque in December based on the performance of the business and individual performance. 21 days annual leave. Working hours are Mondays to Fridays from 8h00 to 16h30 and the successful applicant will join a small professional team.

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Forward your CV (max 3 pages) to: fjjconsult@mweb.co.za