Key Purpose<\/p>\n
\tIs to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.<\/p>\n
Key Purpose of the role<\/p>\n
\tThis Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical\/workplace experience in the Financial Services industry.<\/p>\n
Areas of responsibility may include but not limited to<\/p>\n
\tTo QA all submitted business
\n\tTo assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
\n\tTo compile and action work based on the daily, weekly and monthly reports
\n\tTo assist the Sales Manager
\n\tCollaborate with all business areas
\n\tMonitor office efficiencies
\n\tService financial advisers and serve as a conduit between the manager and business
\n\tCompile and present monthly team reports
\n\tEnsure all on-boarding occurs within set SLAs
\n\tReceive and service walk in clients
\n\tServe as a liaison to Discovery
\n\tTo answer the phone and manage office functions. To serve as a frontline administrator and receptionist for walk in clients
\n\tTo assist the Sales Manager with insights and trend analyses<\/p>\n
Personal Attributes and Skills<\/p>\n
\tInnovative\/ critical thinking\/ and problem-solving skills
\n\tGood attention to detail and levels of accuracy
\n\tSets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
\n\tTime management and planning skills
\n\tAbility to effectively prioritize and execute tasks in a high-pressure environment
\n\tAbility to work independently and in a team orientated environment
\n\tService driven, a sense of urgency and a team player.
\n\tAdapts to changing circumstances and handles criticism well and learns from it.
\n\tSpeaks fluently and writes in a well-structured and logical manner.<\/p>\n
Education and Experience<\/p>\n
\tGrade 12 is essential.
\n\tMaths (Minimum Level 4 \u2013 50%)
\n\tEnglish (Minimum Level 4 \u2013 50%)
\n\tMaths Literacy (Minimum Level 5 – 60%)
\n\t2nd language (Minimum Level 4 \u2013 50%)
\n\tMay have an incomplete tertiary (financial) qualification (advantage)<\/p>\n
Specific Requirements:<\/p>\n
\tNot be engaged in post Matric studies or formal employment.
\n\tNot have completed any previous Learnership.
\n\tBe between the ages of 18 and 30 years.
\n\tHave effective communication skills in the written & verbal English language.
\n\tPossess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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