Financial Planning Partner Assistant

2 months ago

Pietermaritzburg, South Africa Adzuna ZA B C2 Full time
Responsibilities:
  • Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)
  • Liaison between Financial Planner Partner and product providers (PPs)
  • Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)
  • FICA and AML capture and checking on client onboard process
  • 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
  • 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
  • Manage commission suspense accounts aligned to compliant new business lodgment
  • Escalate with PPs regarding commissions / fees due to the Financial Planning Partner
  • Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications
  • Preparation of client portfolios using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate
  • Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
  • Assisting Financial Planning Partners at client events

Requirements
  • Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, and Xplan
  • 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
  • Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients
  • Time management: ability to manage time and tasks to ensure deadlines are met
  • Assertiveness, proactive, resourceful and resilient under pressure

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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