Job description:

• The successful candidate will be responsible for supporting the wealth or insure advisers, management and administration, interacting with clients by managing relationships and providing client services.
• In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Adviser
• Arrange appointments between Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum Requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
• 0-2 Years experience in the financial services industry advantageous but not compulsory
• Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Business Acumen
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player