Financial Planning Partner Assistant

2 weeks ago

East London, Eastern Cape, South Africa HeadHunters Full time

Reference

  • PE002345/RW
    Location
  • Eastern Cape, East London
    Salary Interval
  • Monthly
    Package
  • Nonenegotiable
    Description

Our client in the Financial Services industry is currently looking to employ a
Financial Planning Partner Assistant based in East London.

A wonderful career opportunity awaits you.

Requirements:

  • 23 years in the financial services industry required.
  • Relevant tertiary education or courses.
  • Financial Services Industry.
  • Understanding of FAIS and FICA legislation.
  • Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
  • Experience with XPlan.
  • Good verbal and written communications skills.
  • High energy individual who is customer centric and relationship orientated.
  • Methodical, accurate and have meticulous attention to detail.
  • Organizational skills, ability to prioritize, plan and manage projects.
  • Critical thinking: ability to strategize, research and interpret.
  • Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
  • Time management: ability to manage time and tasks to ensure deadlines are met.

Responsibilities and expectations but not limited to:

Client Services

  • Implementation of the client services experience, as defined by the Head of Operations.
  • Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).
  • Liaison between Financial Planner Partner and product providers (PPs).
  • Equipped to follow the formal complaint resolution process.
  • Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s).
  • Adhere to the culture and principles of Treating Customer Fairly.

Operations

  • Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client.
  • FICA and AML capture and checking on client onboard process.
  • Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist & lodgment rules.
  • Administration relating to client transfer and new business transactions.
  • Submission of intermediary appointment notes to relevant PPs.
  • Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs.
  • Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
  • Monitoring the underwriting and acceptance of new business transactions.
  • Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
  • Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients.
  • Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment.
  • Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.

Operational support for Portfolio Managers and CRMs

  • All instructions to PM and CRMs initiated and maintained via XPlan (company's internal CRM) tasks.

IT & Systems

  • Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date and accurate.
  • Data capture of client demographic data on client relationship management system XPlan.
  • Client financial data capture (ASTUTE, PPs and manual).
  • Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning Partner.
  • Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
  • Ensure proper record keeping in line with business rules and where relevant, legislation & safe storage into XPlan.
  • Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
  • Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
  • Extensive use of XPlan notes and tasks to manage client records and organization of practice.
  • Prepare for clients reviews as per client review template.
  • Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects of the Partner's practice).
  • Maintain an accurate diary system. (XPlan & Outlook integration)
  • Address all technology issues experienced by the Financial Planning Partner and facilitate the solution liaison with the IT support desk etc.

NAV & KPIs

  • Fu

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