AFFINITY FINANCIAL PLANNING

Requirements

• 2-5 years in an administrative role preferably within a financial services sector
• an understanding of Financial Services to include
• the role of an adviser
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• A strong team ethic is essential
• financial “products”
• principals of investment and fund management
• knowledge of the advice process and regulatory requirements
• sound judgment and the ability to make considered decisions in the absence of direction with an awareness of when to refer problems and issues as appropriate. Working effectively without constant or direct supervision
• answer incoming calls and responding to client queries in the absence of the practice principal. “Meeting and greeting” of clients as required
• administrative Assistants & Receptionists: 2 years
• strong verbal and written communication skills are therefore essential. The individual should also be highly numerate and analytical with excellent attention to detail