Job Description This is a remote position.
Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client.
Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.
Responsibilities: Client Liaisons and –Advisory responsibilities To provide risk management and short term insurance advice to a selected portfolio of existing clients.
To prospect new clients to grow the insurance portfolio and to achieve contracted targets.
To provide appropriate short-term insurance and risk management advice through a client SLA .
To provide exceptional service, enhancing the clients' experience of Origin, with a focus on client retention. To liaise with, and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive income-generation and to grow the portfolio.
Generate new business by referrals and "cross-selling" for the different entities within the Origin group, i.e.
Trust, Wills, Tax and Accounting and Life and Investment To manage and maintain the selected client portfolio by managing client relations, assisting in claims, renewal of client's policies and general client-queries, within reasonable timelines.
Oversee and manage quotations, policy activations and amendments.
Internal company- and administrative responsibilities To follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, whilst observing the relevant customer segmentation model.
To observe and adhere to company policies, procedures and work-flow processes in respect of operational matters such as: Usage of company approved documentation Observing the Company Policy in respect of Advanced Customer Experience Observe and adhere to administrative guidelines and procedures in respect of administrative- and claims functionality.Observe and adhere to procedures and requirements of compliance.
Support the company "house view" model To aid administrative- and claims teams when required in order to provide exceptional service to clients.
To liaise with Line Manager in respect of engaging in training programs relating to product-specific training, class of business training and specific requirements in respect of CPD points as required and to take responsibility for complying with regulated requirements.
Reporting- and feedback responsibilities To report to Line Manager on regular appointed times in respect of goal-management, renewals, marketing projects and strategic marketing drives.
To attend and participate in Advisor Meetings as determined from time to time.
Requirements Knowledge on Workpool and Google Docs Industry related Qualification Registered as Representative of related FSP FAIS legislature requirements, which include, but not limited to: RE1 and RE5 Responsible for meeting the CPD requirements Continue to meet all Fit and Proper requirements as per the latest legislation.
This role requires frequent business travel.
Benefits Competitive remuneration packages with company benefits A fast-paced work environment Employee recognition initiatives Requirements Qualifications and experience: • Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
• Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
• Excellent knowledge of financial planning principles and investment strategies.
• CFP or Post diploma in Financial Planning advantageous.
• Strong communication and interpersonal skills to collaborate effectively with clients.
• Passionate about providing the best financial services and advice to clients.
• Ability to maintain and develop relationships with clients and communicate complex financial advice.
• Minimum of 3-5 years DOFA and supervision completion.
