Insurance Services Assistant

3 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Ultra Personnel Full time
Job Summary

We are seeking an experienced Insurance Services Assistant to join our team at Ultra Personnel. The successful candidate will provide administrative support to our Financial Planning Partners, ensuring the efficient delivery of client services.

Key Responsibilities
  1. Client Services: Assist in the implementation of client services experiences, as defined by the Head of Operations. Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice.
  2. Operations: Collate clients' related information, prepare documentation for engagement, and monitor the submission of intermediary appointment notes to ensure clients successfully transfer to the license group.
  3. Operational Support: Align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications. Assist in the preparation of client portfolios using Astute and / or product provider information.
Requirements
  • Relevant tertiary education or courses
  • 2-3 years in the financial services industry
  • Good knowledge of FAIS and FICA legislation
Working with Us

At Ultra Personnel, we value our employees and offer a supportive work environment. If you are a motivated and organized individual with a passion for the financial services industry, please apply for this exciting opportunity.



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