FINANCIAL ADVISOR ASSISTANT

 

Recruiter:

Kamo Placements

Job Ref:

JHB000976/m

Date posted:

Thursday, July 21, 2022

Location:

Woodstock, South Africa

Salary:

Annually


SUMMARY:
To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client  base

JOB DESCRIPTION:

JOB DESCRIPTION
  • Screen all application and transactional forms to ensure all required info is fully completed.
  • Screening of all other requirements relating to the financial transaction.
  • Screening of confirmations of transactions / activities to ensure accuracy and correct reporting.
  • Keep Client/Advisor informed of progress of all activities till completion.
  • Liaise with Advisor and Client to establish what documents/ information is required for the first meeting (get letter of authority/ broker’s note signed etc.). Prepare all documentation required and reports for this meeting
  • CRM review list monthly in advance and discuss same with Financial Advisor (where applicable)
  • Ensure that the report writer received a copy of the signed LOA (where applicable)
  • Static detail changes to be updated on Interface at all times to ensure data integrity is maintained. Ensure instruction submitted to relevant services provider.
  • Assist with identified projects to support business efficiencies.

JOB REQUIREMENTS

Education and Experience
  • Matric
  • Industry related qualification/certifications, i.e. Wealth Management course (advantageous)
  • Computer literacy (Microsoft office  -  word, excel, Internet)
  • Experience in the Financial Services industry (min 3 years)
  • Investment/Life product knowledge (essential)
  • Good understanding of the Financial Services industry – corporate and individual client
  • Financial Product knowledge

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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