Location: Other, Southern Suburbs, Job Type: Full-Time. Superb opportunity to work for a UK company as a Financial Services Administrator in the Southern Suburbs of Cape Town, entering new business application forms, switching investment funds, dealing with clients and insurance companies and providing support to an Independent Financial Adviser and his Paraplanner.

Applicant does not have to have experience in the Financial Services industry, although it would be an advantage. You must be bright as there is a lot to learn, motivated, and above all a hard worker. This is a fantastic opportunity to develop your skills in a very wide range of different areas, in a small firm, on a full-time basis. Salary: R20k - R22k pm (depending upon qualifications and experience).

Working hours are 9.00am until 6pm. It is essential that you speak perfect English as your first language, as all our clients are in the UK, and that you have excellent writing skills.

Administration Duties: Using a variety of software packages, such as Microsoft Word, Outlook, Excel, etc., to produce correspondence and documents and maintain records, spreadsheets and databases. Entering new business into our proprietary back office system. Document management on PC. Registering new clients with providers. Obtaining details of client policies from providers. Handling client's emails and phone calls. Tracking when clients last seen and booking annual reviews.

Emailing newsletters etc. to groups of clients. Chasing clients for application forms, outstanding information and fees. Switching and rebalancing client's investments. Reconciling appointments in diary management system. Following up on actions from client meetings within agreed timescales. Updating Assets Under Management and Preparing client reports and annual reviews. Attend to client queries.

Requirements: You must have excellent telephone & communication skills. You must have a good work ethic, be reliable, resourceful and independent. Excellent computer skills with strong technological abilities, as we are a paperless office. Enjoy sharing responsibility, but happy to work on your own at times.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

If you think you have the necessary qualities for this position, email your CV and a recent photo as soon as possible to Gerhard: gs@plan.co.uk