Financial Advisor Assistant

SUMMARY:
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

POSITION INFO:
JOB DESCRIPTION
Financial – New Business and other financial transactions

• Collections of funds,
• FICA & FAIS/ Compliance checks,
• FCC checks on documentation received
• Screening of all other requirements relating to the financial transaction,
• Submit financial transaction for processing,

• Liaise with FA and client in order to obtain information needed for first meeting,
• Prepare all documentation required and reports for this meeting,
• Arrange client meetings,

• 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,

• Update necessary systems,
• Process any new business or request received from client meeting,
• Keep client & FA informed of all progress made until finalised,

• Prepare new client folder
• Prepare new business pack.

• Faxing,
• Photocopying,
• Binding of reports,
• Incoming calls,
• Filing,
• Update electronic client files at all times with the appropriate documentation.
• All correspondence regarding the case is to be filed electronically.
• You will also perform a BACK UP function whilst your colleague is on leave or off sick.

• FLUENT IN AFRIKAANS
  
• 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.