Practice Management Support

2 weeks ago

Centurion, Gauteng, South Africa Momentum Distribution Services Full time

Introduction

  • Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is
- committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our
- understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose

  • My role as a
    Practice Management Support :Provides ongoing support to IFAs practice which includes onboarding and training to enhance practice management

Requirements:

Qualifications:

  • Minimum Matric
  • Relevant financial degree/diploma i.e. B Com or CFP (preferred)

Experience:

years' relevant industry experience
years' experience in an IFA related industry

Duties & Responsibilities
- **Onboarding of Partners*
  • Preparing MAP Addendum for the potential Partner to sign via MSign.
  • MAP requests Company setup documents from the Partners to create the company profile on Elite Wealth
  • Liaising with the Elite Wealth support team to ensure that the company setup was successfully completed.
  • Requesting client data and documents from the Partners, obtaining a quote from Elite Wealth and approval required from the Partners to proceed with the data import into the CRM system.
  • Creating user profiles on Elite Wealth and sending out login details to the respective users.
  • Setting up Elite Wealth system training with the different Partners.
  • Authorization letters sent to the Partners for completion in order for Elite Wealth to obtain Investment product data from the different Service Providers.
  • Setting up Investment models for different Partners according to their portfolio strategies.
-
Maintaining Partner Relationships

  • Weekly and monthly checkins with the different Partners.
  • Ad hoc Elite Wealth Training.
  • Assisting with daytoday system related queries.
  • Attending Elite Wealth system release upgrades monthly.
  • Informing Partners of any upgrades and changes made on the system.
  • Ensuring that the MAP tracker is updated with information related to demos done, signed addendums and potential Partners.
  • Keeping track of the different stages in the onboarding process for each Partner and indicating other Elite Wealth functionalities that the Partners make use of.
  • Adding and removing users on Elite Wealth as and when requested and updating the user list.
-
Finance and Invoicing

  • Adding the users on the invoice spreadsheet that is send to Elite Wealth monthly for billing the Partners.
  • Checking and ensuring that issued invoices from EW are correct and sent to Finance for processing.
  • Creating Partner's profile on JDE invoicing system
  • Preparing invoices on JDE and sending them out to the different Partners for payment.
  • Tracking that payments are received monthly and following up on any outstanding payments.

Competencies
-
Deciding and Initiating Action:Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects, and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.

  • Demonstrates an understanding of how one issue may be a part of a much larger system.
-
Planning and Organising:Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
-
Delivering Results and Meeting Customer Expectation:Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical, and orderly way. Consistently achieves project goals.
-
Following Instructions and Procedures:Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety.
-
Coping with Pressures and Setbacks:Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
-
Entrepreneurial and Commercial Thinking:Keeps up to date with competitor information and market trends. Identifies business. Opportunities for the organisation. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.

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