Responsibilities:
Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's standard documents, policies, and procedures.
Prepare statements of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting the customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service.
Team management.
Administration.
Client Relationship Management.
Gather Policy information.
Compile a summary of information.
Research product information.
Handling and solving client enquiries.
Handling of new applications and quotations.
Diary management.
Reporting of new business statistics.
Preparation of insure review appointments.
Maintaining CRM systems.
Minimum Requirements:
BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics).
At least 5 years of relevant work experience within the financial industry.
Proficient in both spoken and written English and at least one other of the official South African languages.
Computer literacy (MS Office).
Skills and Competencies:
Strong Administration, Organising and planning skills.
Communication and interpersonal skills.
Attention to detail.
Problem-solving.
Analytical skills and ability to handle admin pressure.
Ability to operate independently.
Resilience.
Job Type: Full-time
Ability to commute/relocate:
Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (Required).
Education:
Bachelors (Required).
Experience:
Financial Services: 3 years (Preferred).
License/Certification:
BCOM Degree (Required).
Location:
Pretoria, Gauteng (Required).
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