Financial Advisory Support Specialist - New Business

PPS Recruitment; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PPS Recruitment in Cape Town is seeking a dedicated Advisor Consultant support role to assist the PPS Advisory Services and Enablement sales force, focusing on processing of new business for Financial Advisors and members.

You will handle queries, service new and existing business, and deliver accurate work under pressure in a collaborative team. A strong client service mindset and attention to detail are essential to succeed.

Qualifications

• 2 to 3 years customer administration and servicing experience
• Basic knowledge of the Financial Services Industry would be advantageous
• Strong client service mindset and ability to work under deadlines

Responsibilities

• Process new business for PPS Financial Advisors and members
• Respond to queries and service new and existing business
• Deliver accurate servicing support in a financial advisory space
• Work under pressure in a pressurized sales environment while maintaining professionalism

Skills

Customer service

Administrative support

Attention to detail

Team player

Education

Matric

Finance Diploma advantageous

Job description

PPS Recruitment in Cape Town is seeking a dedicated Advisor Consultant support role to assist the PPS Advisory Services and Enablement sales force, focusing on processing of new business for Financial Advisors and members.

You will handle queries, service new and existing business, and deliver accurate work under pressure in a collaborative team. A strong client service mindset and attention to detail are essential to succeed.