Senior Assistant to Financial Advisor

4 weeks ago

Sandton, South Africa Emporium Human Capital Full time

Senior Assistant to Financial Advisor (POS24137)

Fourways

R 15 000 to R 22 000 per month plus commission and incentives

Requirements

  • Matric
  • Previous experience in a similar role
  • Tertiary qualification will be an advantage

Duties

  • Capturing and taking minutes of meetings from Financial Advisors interaction with clients;
  • Capturing, processing and following up on applications (also checking that applications are

completed correctly) servicing and any other requirements;

  • Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all

new business and/or client servicing;

  • Checking that the Record of Advice (ROA) and FNA mirror one another and further that the
  • Compliance is completed correctly;
  • Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA
  • Act and relevant legislation;
  • Obtaining Client Authorities for preparing portfolios via Astute, Fact Finding, checking them

as well as uploading quotations prior to Financial Advisor/s meeting with the client;

  • Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the

clients;

  • Checking the diaries and appointments for quality control prior to Advisor/s meeting with

the client;

  • In house servicing Upgrades and downgrades
  • Ensuring that new business is processed timeously and that any outstanding quotations are

followed up on Pipe and new business must be followed up daily;

  • Dealing with queries, difficult clients and complex queries that may be received by the
  • Advisor/s and the Financial Planning Practice;
  • Interact with Clients Diligently and Fairly;
  • Striving to assist your broker/s in achieving and exceeding sales targets;
  • Contacting clients for beneficiary changes / Wills /arrear premiums /replacements /broker

changes/ lapses / cancellations and ensuring that we try to save this business;

  • Liaise with broker consultants and Insurance Companies;
  • Sending out communication and liaising with clients to keep them updated;
  • Following up on leads and campaigns;
  • Check the database for possible new business and ensure that details on system are up to

date and correct;

  • Contacting clients for counter-offer letters and declines;
  • General administration and In- House servicing/new business; and
  • Must attend all training sessions and further the employee is required to complete and pass

the FICA assessment.

  • Assisting clients in going from blue to gold on Vitality.
  • Checking all user groups are linked Directors, Shareholders, Trusts, Trustees,
  • Employer/Employees etc
  • Changes to Buy & Sells & ensuring they are updated annually

Closing Date: 30 April 2024

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