Financial Advisor Assistant

Recruiter:

SD Consulting

Job Ref:

Insurance

Date posted:

Wednesday, February 3, 2021

Location:

Pretoria, South Africa

Salary:

350 000

SUMMARY:
Financial Advisor Assistant: Individual Consulting â€“ Financial Planning and Consulting

POSITION INFO:

To deliver exceptional administration support to Financial Advisers, in their goal to secure new clients and service an existing client base. To cultivate great client relationships and deliver great client service.

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

Strategic Competencies

Managing Relationships – Works to build and maintain warm, friendly and constructive relationships; is responsive to the needs, feelings and opinions of others.

Decision making – Must be able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation/ escalation to Admin Manager or Advisor.

Functional Competencies

Ability to plan and organize – Has to be able to prioritize and plan and yet be flexible and adaptable in revising plans and priorities on short notice in order to achieve the Advisor / Clients objectives.

Action Orientation – Initiates action to achieve objectives within set deadlines pro-actively takes responsibility for achieving work objectives and shows willingness to go the extra mile.

Key performance areas

Financial – New Business and other financial transactions

Collections of funds,
FICA & FAIS/ Compliance checks,
FCC checks on documentation received
Screen all application and transactional forms,
Screening of all other requirements relating to the financial transaction,
Submit financial transaction for processing,
Screening of confirmations of financial transactions.

Review Process

Prepare monthly in advance review list and discuss same with Consultant,
Set up review meeting with client and invite report writer on calendar,(where applicable)
Confirm review meeting with client one week before the date,
Ensure clients are fully FICA/FAIS compliant,
Scan copy of review report and minutes and attach to the system,
Give timeous feedback, to Advisor and Client
Follow up all action plans from meeting including instructions to the Advisor,
All duties related to the client annual review meeting.

Attend to existing business queries

Update necessary systems,
Process any new business or request received from client meeting,
Keep client & FA informed of all progress made until finalised,
Client handovers/recoding,
Attend to client queries
Maintain orderly filing of hard copy document.

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

Similar jobs you might be interested in:

Senior Assistant to Financial Advisor
Location: Fourways
Salary: R15k - 22k per month + comm + incentives
Senior assistant to financial advisor
2 days ago

Senior Assistant to Financial Advisor
Location: Fourways
Salary: R15k - 22k per month + comm + incentives
Senior assistant to financial advisor
10 days ago

Financial Advisor - Sanlam
Location: Johannesburg
Salary: Market Related
Experienced financial advisor
2 days ago

Financial Advisor
Location: Centurion
Salary:
16 days ago

Salaried Financial Advisor
Location: Johannesburg
Salary: Salary + Comission + Vesting Bonus + Incentives + Allowances
Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
16 days ago

Financial Advisor
Location: Johannesburg
Salary: R16000 + Commission
Wealth and Investment Planner
20 days ago

Financial Advisor
Location: Pretoria
Salary: Annual Salary
financial advisor
24 days ago

Financial Advisor
Location: Johannesburg
Salary: Annual Salary
financial advisor
24 days ago

Financial Advisor Long Term Insurance/Life
Location: Midrand
Salary: 15 000 Monthly
Leading financial Services Company in Gauteng is seeking dynamic individuals to join their team as financial advisors in Gauteng.
26 days ago

Client Support Specialist
Location: Pretoria
Salary: 22 000 Monthly
A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and l...
6 days ago

Financial Advisor Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor Assistant in Pretoria

Jobseekers

Recruiter

General