Description Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Kloof KwaZulu-Natal. This position is a 12-month Fixed-term Contract Requirements:
2–3 years’ experience in the financial services industry advantageous. Relevant tertiary qualification or financial services related courses advantageous. Financial services industry knowledge. Computer literacy: Microsoft Office, SharePoint, Xplan Understanding of FAIS and FICA legislation.
Responsibilities, but not limited to: Client Services
Act as the main point of contact for clients and ensure efficient service delivery. Liaise between Financial Planning Partner and product providers. Implement client service processes and administrative controls. Handle client queries and follow the formal complaint resolution process. Adhere to Treating Customer Fairly principles.
Operations & Administration
Collect and collate client information (fact find and data discovery). Prepare documentation for client engagements. Conduct FICA and AML checks during client onboarding. Process client transfers and new business transactions. Submit intermediary appointment notes and new business applications to product providers. Monitor underwriting and acceptance of new business transactions. Arrange medical requirements and follow up on outstanding documentation. Provide ongoing administrative and servicing support to Financial Planning Partner and clients. Review commission statements and manage commission suspense accounts. Escalate commission and fee queries with product providers.
Portfolio Management Support
Assist Portfolio Managers and Client Relationship Managers with mandates and applications. Initiate and manage tasks and instructions via CRM systems.
Systems & Data Management
Prepare client portfolios using financial planning tools and product provider information. Capture and maintain client demographic and financial data on CRM systems. Upload and maintain client documentation and records. Prepare client review documentation and consolidated reports. Maintain accurate diary and task management systems. Liaise with IT support to resolve system-related issues.
Marketing & Client Engagement
Assist with organizing client events including venues, RSVPs and logistics. Support Financial Planning Partners during client events. Maintain strong client relationships through ongoing communication.
Office Administration
Support general office management tasks including reception, facilities and meeting rooms. Manage orders for stationery, marketing material and office supplies.
Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.
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