Financial Services Support Specialist
4 days ago
Real Time Wealth is an independent financial services firm committed to delivering exceptional support to our clients. We are seeking a highly motivated and experienced individual to join our team as a Financial Advisor/Assistant, specifically supporting our clients in investments.
Salary and Benefits
The successful candidate will have the opportunity to work closely with our experienced Financial Advisors and contribute to the growth and success of our company. The role offers a competitive salary and benefits package, reflecting the importance of this position in our organization.
Job Description
As a Financial Advisor/Assistant, you will provide critical support to our clients, ensuring they receive the best possible service and maximizing the benefits from their products. Your daily tasks will include:
- Client Onboarding and Support:
- Ensure correct FICA, RMPC, and all documentation and compliance are in place.
- Assist clients with queries and processes to maximize benefits from their products.
- Process switches on Allan Gray and 91 platforms.
- Handle amendments with financial impact, such as debit order date changes and banking detail updates.
- General administration and management of the Financial Advisor's diary and emails.
- Follow up on tasks in process, escalating with providers when out of turnaround time, and keeping clients informed of progress.
Required Skills and Qualifications
The ideal candidate will possess:
- Comprehensive definitions used by Investment houses.
- Basic tax knowledge.
- Process for amendments with financial impact, i.e. debit order date change, change of banking details, option changes, clawbacks, withdrawals and cancellations.
- Billing types, i.e. advance and arrears billing.
- Complete knowledge of transferring pension/provident funds to retail investment platforms.
- Processes for client education: manual contribution payments, requesting documents and membership cards, app navigation, requesting authorisation, activating benefits and claim process.
- Good planning, communication, and organising abilities.
- Ability to prioritise tasks.
- Problem-solving skills.
- Time management skills and ability to meet deadlines.
- At least 5 years experience in the financial services industry.
- Fluent in Afrikaans and English. If either is not your first language, the application will be rejected.
- Accurate and fast typing skills.
Advantageous Qualifications
A professional who excels in the following areas will have a distinct advantage:
- Communicate clearly and professionally with clients.
- Follow high standards in everything, including punctuality, dress code, and communication.
- Follow the FAIS code of conduct.
- Treat clients respectfully and work well with your team.
Seniority Level
This role is suitable for a mid-senior level professional with significant experience in the financial services industry.
Employment Type
This is a full-time position that requires dedication and commitment.
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