Financial Planning Partner Assistant

2 weeks ago

Pretoria, Gauteng, South Africa Enshrine Placements Full time

The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client service to our clients, as well as to the region as a whole.

The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison between the practice and the regional office / head office.


Position details:

Type:
Permanent

Reports to:
Partnership Director

Job description / core competencies:

  • Client Services
  • Implementation of the client services experience, as defined by the Head of Client Services
  • Take full responsibility for the implementation of administrative processes and controls in the practice (including all transactions, queries, reporting etc)
  • Liaison between Financial Planner Partner and product providers
  • Will be required to follow the formal complaint resolution process
  • Preparation of all review packs / documents for Partner to engage with clients as agreed per client relationship mandate. Including preparation of all documentations and requesting comparative quotations from the various product providers.
  • Operational Support
  • Client Records
  • Capturing of client demographic data on relevant client management tool i.e. xPlan to create client records
  • Ongoing maintenance of client data on client management tool to ensure data integrity at all times
  • Collation of all client related information and preparation of documentation for engagement between Financial Planning Partner and client
  • Preparation of client portfolio's using Astute and / or product provider information
  • Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients
  • Ensure proper record keeping in line with business rules and where relevant, legislation
  • Transition and Commission flows
  • Administration relating to client transfer
  • Understanding Financial Planning Partner clients and the policies they hold
  • Preparation of client presentation packs following the guidelines and principles of the product provider matrix
  • Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist
  • Submission of intermediary appointment notes to relevant product providers
  • Monitoring the submission of intermediary appointment notes to ensure amendments are processed, clients are moved to the licence group and that where relevant, ongoing fees are received
  • Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
  • Liaise with product providers regarding commissions / fees to be paid to the Financial Planning Partner
  • Distribute Transition communication(s) to clients as stipulated in the client management plan
  • Distribute communication(s) to clients as requested by the Financial Planning Partner
  • New Business and Commission flows
  • Administration relating to new business transactions
  • Preparation of client presentation packs for Financial Planning Partner engagement to ensure that the Financial Planning Partner can finalise the transaction during the engagement (there should be no need to return to client's where documentation was omitted from the pack). Preparation of documentation is up to signature stage.
  • Requesting all comparative quotations from the various product providers
  • Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist and business processes
  • 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 accepted speedily
  • Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
  • Liaise with product providers regarding commissions / fees to be paid to the Financial Planning Partner
  • Distribute New Business communication(s) to clients as stipulated in the client management plan
  • Distribute communication(s) to clients as requested by the Financial Planning Partner
  • General Office Management
  • Attend to all technology issues experienced by the Financial Planning Partner and facilitate the solution liaison with Old Mutual Wealth support desk etc.
  • Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Operations Support Manager timeously to avoid running out of stock
  • Maintain an accurate diary system
  • Ensure proper record keeping in line with business rules and where relevant, legislation
.

  • Marketing Support
  • Regional event assistance and organisation of smaller client events booking venues, RSVP management, event management, etc.
  • Representing the Financial Planning Partner at client events
  • Representing the business at client events where required
  • Office Management
  • Support the Partnership Director with general office management tasks incl

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