Financial Planner Assistant E

Job Description

About us, purpose, experience and qualifications
about us
Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

Responsibilities + Skills

Maximise cross sell opportunities and strengthen client relationshipsProvision of an efficient administration service through careful and timeous planning, reporting and updating of all related informationComply with governance in terms of legislative and audit requirementsCheck all transactions on a daily basis to ensure new business applications are closed within appropriate timelines


There are no additional requirements associated with this vacancy.responsibilitiesResolve all customer queries efficiently within agreed timelinesMaintenance of administration on all products, application procedure, processing and timelines in order to drive and achieve relevant sales targetsDeliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions


Experience : 1 to 3 years experience in a similar environment. Administrative experience. Investment and insurance risk industry exposure. Computer literacy (MS Office)

Job Summary

  • Published on: Friday, 4th October 2019
  • Designation: Financial Planner Assistant E
  • industry: Finance
  • Vacancy:
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: not
  • Gender:
  • Application Deadline: Friday, 4th October 2019

About the Company

  • Company Name: FirstRand.
  • Address: PO Box 650149 Benmore, 2010
  • Website:
  • Company Profile:
  • FirstRand knows firsthand about banking. The company's FirstRand Bank Holdings operates FirstRand Bank and First National Bank in southern Africa, as well as asset financing firm WesBank and investment bank Rand Merchant Bank. FirstRand Limited owns and operates more than 750 branches and approximately 6,000 ATMs in South Africa, Botswana, Lesotho, Mozambique, Namibia, Swaziland, and Zambia. It also has a presence on every continent except Antarctica, with an international focus on Asia, Australia, the Middle East, and the UK. The company's activities encompass retail and private banking, corporate and investment banking, insurance, and asset management. 

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