ASSISTANT TO FINANCIAL ADVISOR

Your Diploma in Fanancial planning will enable you to conduct:

• Generating quotes (Investments, life cover etc.)
• Implementing and monitoring client proposals and submitting applications
• Implementing changes, switches, additions etc.
• Manage client queries
• Arrange and finalise repurchases and withdrawals
• Submitting transfers etc.
• Manage and drive outstanding requirements (FICA, Medicals etc.)
• Ensure that product provider implements instructions correctly and within and reasonable timeframe
• Developing, and reviewing clients’ financial plans, preparing client reports, reviews etc.
• Assist with event planning
• Gather and prepare information for client meetings (Reviews, proposals, implementations etc.)
• Ensure client filing (Online and physical) is up to date
• General office duties - Scanning, printing etc.
• Manage advisor’s diary (Client birthdays, meetings etc.)
• Provide holistic administrative support to financial advisor

You must be comfortable and experienced in working with Microsoft Office, especially Excel.