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Reference: JHB000838-Nires-2National organisation within the "financial services" industry requires an experienced Administrator / Financial Planning Assistant for the George branch. PA / Admin experience within the Insurance / investment industry is essential to have. Qualification in investments/financial planning/business management would be an advantage2-4 years experience in a client services environmentKnowledge of the Financial Services Industry (life insurance, short term insurance or wealth management)FAIS and FICA knowledge requiredYou will support the Financial Planner by providing high levels of client service to the client base. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head officeImplementation of the client services experience, as defined by the Head of Client ServicesTake full responsibility for the implementation of administrative processes and controls in the practice (including all transactions, queries, reporting etc)Liaison between Financial Planner and product providersWill be required to follow the formal complaint resolution processPreparation of all review packs / documents for Financial Planner to engage with clients as agreed per client relationship mandate. Preparation of all documentations and requesting comparative quotations from the various product providersCapturing of client demographic data on relevant client management tool Ongoing maintenance of client data on client management tool to ensure data integrity at all timesCollation of all client related information and preparation of documentation for engagement between Financial Planning Partner and clientPreparation of client portfolio’s using Astute and / or product provider informationProvide ongoing service and maintenance support function to the Financial Planner and his / her clientsEnsure proper record keeping in line with business rules and where relevant, legislationAdministration relating to client transferUnderstanding the Financial Planners clients and the policies they holdPreparation of client presentation packs following the guidelines and principles of the product provider matrixChecking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklistSubmission of intermediary appointment notes to relevant product providersMonitoring the submission of intermediary appointment notes to ensure amendments are processed, clients are moved to the licence group and that where relevant, ongoing fees are receivedUpload scanned copies of all documentation into system (including relevant client file checklist(s))Liaise with product providers regarding commissions / fees to be paid to the Financial Planner Distribute Transition communication(s) to clients as stipulated in the client management planDistribute communication(s) to clients as requested by the Financial Planner Administration relating to new business transactionsPreparation of client presentation packs for Financial Planner engagement to ensure that the Financial Planner can finalise the transaction during the engagement (there should be no need to return to client’s where documentation was omitted from the pack).Preparation of documentation is up to signature stageRequesting all comparative quotations from the various product providersChecking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist and business processesSubmission of new business application(s), together with supporting documentation to relevant product providersMonitoring the underwriting and acceptance of new business transactionsArranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are accepted speedilyUpload scanned copies of all documentation into system (including relevant client file checklist(s))Liaise with product providers regarding commissions / fees to be paid to the Financial Planner Distribute New Business communication(s) to clients as stipulated in the client management planDistribute communication(s) to clients as requested by the Financial Planner Attend to all technology issues experienced by the Financial Planner and facilitate the solution liaison with Old Mutual Wealth support desk etc.Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Operations Support Manager timeously to avoid running out of stockMaintain an accurate diary systemEnsure proper record keeping in line with business rules and where relevant, legislationRegional event assistance and organisation of smaller client events -booking venues, RSVP management, event management etc.Representing the Financial Planner at client eventsRepresenting the business at client events where requiredSupport the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management etc. Monthly plus Basic Salary Apply Now

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