Financial Advisor Assistant | Medical Aid

1 month ago

Johannesburg, South Africa The Recruitment Council Full time

Job Title: Financial Advisor Support Administrative Role

We are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and ensuring smooth operations.

Key Responsibilities:

  • Prepare and manage proposals, quotations, and policies for client meetings.
  • Handle various administrative tasks including submission of applications, gathering and maintaining up-to-date FAIS documents, and managing new business queries or policy renewals.
  • Provide support in planning and organizing events and functions, both business and personal (e.g., booking flights, researching venues, arranging activities).
  • Assist in compiling renewal documents, presentations, and consulting reports.
  • Track tasks, manage deadlines, and participate in weekly meetings to ensure timely completion of responsibilities.
  • Build and maintain relationships with clients, medical schemes, and insurance providers.
  • Handle the management and balancing of monthly commissions.
  • Schedule client meetings and provide ongoing support to financial advisors.

Key Requirements:

  • Minimum of 5 years of experience in a similar administrative role, ideally within the insurance or financial services sector.
  • FAIS compliance is preferred (Rep status or willingness to pursue Rep status).
  • Must be tech-savvy, with experience in CRM systems being an advantage.
  • Strong attention to detail, analytical skills, and an affinity for numbers.
  • Ability to handle multiple tasks while maintaining a high level of accuracy and efficiency.
  • Professional, reliable, and empathetic with excellent communication skills.
  • A proactive, resourceful individual who thrives in a fast-paced environment and is eager to grow within the company.

What Were Looking For:

  • A people-oriented individual who is approachable, patient, and willing to listen to clients'' needs.
  • Someone who takes deadlines seriously and consistently delivers on promises.
  • A long-term thinker who is motivated to develop a career within the company.
  • A team player who is comfortable seeking help when needed and who fosters a collaborative working environment.

This is an exciting opportunity for a professional looking to enhance their career in the financial advisory field, offering both challenge and growth potential.

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