Introduction

We are a UK company with an administrative support team in South Africa and looking for people who want to earn decent money in an entry level job whilst getting financial services experience on their CV. If you are comfortable with computers, have high attention to detail, and commutable to Somerset West, please apply.

Click here to apply - Client Administrator - Financial Planning - Somerset West, Cape Town - Atomos

Duties & Responsibilities

Learn our financial products: pensions, investments, and insurance.
Data entry.
Liaise with 3rd party providers and navigate provider platforms.
Process new business applications.
Co-ordinate Financial Planner’s diaries and arrange client meetings.
Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
Respond to email enquiries and liaise directly with clients.
Support us in deploying new faster processes to support our UK based teams.
Help new colleagues learn our systems and get involved in process improvement.

Apply here - Client Administrator - Financial Planning - Somerset West, Cape Town - Atomos

Experience & Qualification

High attention to detail.
Tech savvy and comfortable working on cloud based systems - we have a paperless office
Fast learner who prefers to work in friendly teams - we have hand picked this team and they are all nice!
An interest in financial products: pensions, investments and insurance.
Fast learner who will suggest better ways of doing things.
Good communication skills.
Comfortable with numbers, and highly organised.
Ideally you've worked in an office before, it could be an internship, or administration in a professional environment.
You can commute to our Somerset West offices 5 days per week.

We would love some applications from the nearby Stellenbosch university!

Apply here - Client Administrator - Financial Planning - Somerset West, Cape Town - Atomos

Package & Remuneration

We think what most people want is a decent salary and decent holidays, so rather than a benefits package you don't appreciate we provide the following:

Salary = Rand 17,000 per month
22 days holidays per year
8 days holidays aligned with UK bank holidays (so you get 30 days paid leave in total).
Note we don't provide South African holidays, but some coincide with UK holidays and you can book the rest from your 22 days and still have more paid leave than most firms.

All other benefits are at the minimums required under South African Law.

Interested?

Click here to apply - Client Administrator - Financial Planning - Somerset West, Cape Town - Atomos

Atomos Financial Planning Limited

Latest Jobs

Finance Administrator