Position          : Hub and Financial Advisors Assistant at pfireNet – the pfire Group Holding Company.

Location         : Gillitts, KZN, South Africa

Salary              : Starting package cost to company of R 6,000 per month (3 months-probation), thereafter R 7,000 per month.

Job Purpose    : To provide administrative support to the Group Hub and the financial advisory  team.

Key Responsibilities:

•  Hub Duties include: -
  • Manage office operations, including scheduling, correspondence, and record-keeping.
  • Coordinate client meetings and maintain effective communication channels.
  • Handle general inquiries and ensure exceptional customer service delivery.
  • Other office and service-related duties e.g. receptionist, receive clients.

•  Financial Advisor Assistant duties include: -
  • Assist in preparing financial Needs Analysis, reports, presentations, and client        documentation.
  • Manage Client database, communications and client data.
  • Prepare and process financial and assurance-based product applications, quotes and solutions.

Requirements:

• Minimum of a Matric. Additional qualifications will be an advantage.
• English speaking as a primary language. Additional languages an advantage
• Proven track record with at least 3 years' experience as a Financial Advisor PA/Assistant and at least 2 years office administration experience.

Knowledge and skills:

• Proficiency in office software (e.g., MS Office).
• Computer literacy.
• Office administration.
• Added advantages: Will include additional qualifications, additional experience using the pfireStorm CRM system.

Values and Attributes:

• Must have a happy demeanour and be client centric.
• Strong organisational skills and attention to detail.
• Must be client centric and pro-active.
• Must be able to work effectively in a team.
• Excellent interpersonal and communication abilities.
• Ability to work independently and prioritise tasks effectively.
• Must be able to work independently in a dynamic environment where the job requirements constantly evolve.

Benefits:

• Potential for earning referral and other income.
• Growth opportunities within a dynamic holistic services environment.

To Apply: If you meet the qualifications and are ready to excel in a supportive team environment, please send your CV and cover letter to lorrel@explore.pfirestorm.co.za by 17th May 2024.