Asssitant to Financial Advisor

**Minimum Requirements**:

- Grade 12
- MUST have a drivers license and own reliable vehicle
- Two years industry related experience and a sound knowledge of Insurance
- Experience on the X-Plan insurance package would be highly beneficial
- Word, Excel and Outlook is a must
- Discovery Life Insurance/Invest experience highly beneficial
- Must be able to work remotely from home when and if required

**Duties and Responsibilities and Performance Outcomes**:
Capturing and taking minutes of meetings from Financial Advisors interaction with clients;
- 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;
- Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA’s are attached to X-plan on a daily basis;
- Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation;
- Obtaining Client Authorities for preparing portfolio’s via Astute, act 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 - upgrade’s 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
- 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 and Sells and ensuring they are updated annually

**Job Types**: Full-time, Permanent

Pay: R15 000,00 - R25 000,00 per month