Maintenance Planner
4 days ago
Qualifications:
- Appropriate Tertiary qualifications would be advantageous
- Experience in the financial services industry is essential
Language Proficiency:
- Excellent knowledge of English (read, write)
- Excellent knowledge of Afrikaans (read, write, speak)
Responsibilities:
- Servicing of clients
- Assimilate investment/fund values, investment performance statistics, and astute information of clients
- Compiling and preparation of retirement planning, investment proposals, and client review documentation
- Assist with new/review clients' wills in consultation with the Wealth Planner/Manager
- Make payments on behalf of clients through the corporate saver account
- Track payments into the corporate saver account and forward payments to investment companies
- Attend to client complaints and enquiries in consultation with Wealth Planner/Manager
- Assist clients in obtaining tax certificates, etc. if/when required
- Ensure that the principles of TCF are applied in all interaction with clients
- Processing new business
- Implementation of clients' instructions regarding investments, insurance policies, etc., in consultation with Wealth Manager
- Obtain outstanding documentation and requirements and arrange for medicals, etc. to finalise proposals
- Obtain confirmation from service providers regarding implementation of client instructions
- Written communication/confirmation to clients regarding instruction implementation
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Prepare an extensive handover file for the Wealth Manager, ensuring that all compliance tasks have been completed
- General Administration:
- Ensure that client documentation is in compliance with FICA & FAIS legislation
- Scheduling meetings for Wealth Planner and organising diary
- Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies
- Maintain client records and database, both hard copies and electronically according to company policies
- Binding of company documents
- Relief duties for Administrative Assistant/Reception/Corporate Cash Manager
- Ad hoc duties that include the above but are not limited to it
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