Assistant to Financial Advisor

The purpose of the Service Consultant role is to:

Provide administrative support to all advisors in the Durban office and implement all client service-

related processes within Investments. To assist with administrative support in other offices as need arise.

ROLES AND RESPONSIBILITIES

1. Draw investments and risk quotes.
2. Preparing new business files for advisors – applications.
3. Submit new business and manage all related processes.
4. Manage existing business queries – and keep advisor and client updated.
   1. Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files.
   2. Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
   3. Manage Financial Advisors diary.
   4. Ensure all compliance documents are received and stored.
   5. Perform general administration duties on all product lines offered to clients.
   6. Liaise with product providers (call center agents, consultants and marketing support), clients and suppliers in the execution of your duties.
   7. Assist in preparing for quarterly and annual compliance audits.
   8. Office administration: work closely with the Chief Operations Officer to ensure that the office is suitable for optimal functioning.
   9. Assist with all marketing initiatives.

SKILLS AND ATTRIBUTES

1. Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
2. Taking initiative
3. Attention to detail
4. Organising work smartly
5. Professional and presentable
6. Own transport (access to reliable transport to and from Umhlanga - Durban)
7. Perform under pressure
8. Team player
9. Good written and verbal communication skills

REQUIRED KNOWLEDGE / EXPERIENCE

Good computer literacy

Minimum 5 years’ experience as a Service Consultant in the Financial Planning Industry.

Experience in use of X-Plan or other industry related tool would be an advantage

REQUIRED QUALIFICATIONS

Minimum Matric

Salary

Cost to company salary of R15,000.00 per month Annual performance bonus