Administration & paraplanning

Face To Face Bluestar - Financial Advisory Services authorised by Sanlam; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial advisory firm in Pretoria is seeking an Entry Level Administration & Paraplanning professional. The selected candidate will provide administrative support to financial advisors, prepare client documentation, and manage records. Ideal applicants should have industry experience, strong organizational skills, and reliable transport. This is a full-time, on-site position offering the opportunity to grow in a supportive environment.

Qualifications

• Must have own reliable transport.
• Previous experience in a financial advisory practice preferred.
• Attention to detail and strong organizational abilities are essential.

Responsibilities

• Provide administrative support to financial advisors.
• Assist in preparing financial plans and client documentation.
• Handle client queries and ensure compliance with regulations.

Skills

Industry Experience

Strong attention to detail

Organizational skills

Job description

Get AI-powered advice on this job and more exclusive features.

At Face to Face Bluestar, authorized by Sanlam, we pride ourselves on dealing justly, with care and discipline, with all our clients. Specializing in investments, financial advice, and short-term insurance, we are committed to helping our clients achieve their financial goals. Our team of wealth smiths offers expert guidance and tailored solutions to meet the unique needs of each client.

Role Description

This is a full-time, on-site role for Administration & Paraplanning, located in Pretoria. The role includes providing administrative support to the financial advisers, preparing and processing client documentation, managing client records, and assisting with financial planning tasks. The role also involves scheduling meetings, managing correspondence, and ensuring compliance with regulatory requirements.

Requirements:

• Industry Experience

• Must have own reliable transport

• Strong attention to detail and organizational skills

• Previous experience in a financial advisory practice and Sanlam will be advantageous

Key Responsibilities:

• Provide administrative support to financial advisors

• Assist in the preparation of financial plans, client documentation, Communication and Servicing

• Handle client queries and follow-ups

• Ensure compliance with internal processes and industry regulations

• Maintain accurate records and assist with workflow management

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

Referrals increase your chances of interviewing at Face To Face Bluestar - Financial Advisory Services authorised by Sanlam by 2x

Sign in to set job alerts for “Administration” roles.

Pretoria, Gauteng, South Africa 6 days ago

Pretoria, Gauteng, South Africa 11 months ago

Pretoria, Gauteng, South Africa 3 weeks ago

Pretoria, Gauteng, South Africa 5 days ago

Centurion, Gauteng, South Africa 2 weeks ago

Pretoria, Gauteng, South Africa 1 day ago

Regional Administration Manager (Gauteng)

Pretoria, Gauteng, South Africa 2 days ago

Centurion, Gauteng, South Africa 5 days ago

Pretoria, Gauteng, South Africa ZAR8,000.00-ZAR8,000.00 18 hours ago

Johannesburg Metropolitan Area 7 hours ago

Pretoria, Gauteng, South Africa 5 days ago

Pretoria, Gauteng, South Africa 2 days ago

Pretoria, Gauteng, South Africa 2 weeks ago

Pretoria, Gauteng, South Africa 1 hour ago

Centurion, Gauteng, South Africa 2 days ago

Pretoria, Gauteng, South Africa 8 months ago

Centurion, Gauteng, South Africa 1 month ago

Pretoria, Gauteng, South Africa 21 hours ago

Human Resources and Payroll Administrator

Midrand, Gauteng, South Africa 2 weeks ago

Contingent Assistant Store Manager, Retail - iStore Pretoria

Pretoria, Gauteng, South Africa 1 month ago

Centurion, Gauteng, South Africa 2 weeks ago

Centurion, Gauteng, South Africa 2 weeks ago

General Assistant(External Applications Only)

Pretoria, Gauteng, South Africa 6 days ago

General Assistant (External Applications Only-KARENPARK)

Midrand, Gauteng, South Africa 2 weeks ago

Centurion, Gauteng, South Africa 6 hours ago

Pretoria, Gauteng, South Africa 2 days ago

General Assistant (Cashbuild Internal Applications Only-KARENPARK)

Centurion, Gauteng, South Africa 1 hour ago

Centurion, Gauteng, South Africa 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.