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EMPLOYMENT TYPEÂ Â :Â Â Â Â Â Â Â Â Â Â Permanent
SECTORÂ Â Â Â Â Â Â Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â Finance
BASIC SALARYÂ Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â R18 000 â R25 000 CTC depending on experience
START DATEÂ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â :Â Â Â Â Â Â Â Â Â Â Immediate

REQUIREMENTS:

Degree / Diploma in Finance
Minimum of 2 yearsâ experience
Industry related training
MS Office Word and Excel - non negotiable
Must have attention to detail
Must be able to think and plan creatively

DUTIES:
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New business implementation
Marketing plan implementation
Relief reception duties
Comply with FAIS and FICA acts and other relevant legislation

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Client Services

Ensure the accurate production of all Client portfolio review documentation and reports
Regularly update and maintain Client, insurance and investment information in the Client management system
Implementation of all switches or redemptions, including all fund manager follow-ups and completing forms where necessary
Implementation of all changes to insurance benefits or coverage
Co-ordination of all claims correspondence and life office follow- up of claims progress

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Administration

Ensure all client files and electronic records are maintained in - line with procedures outlined in the policies and procedures manual.
Prepare new Client files as needed

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Develop and Maintain Relationships

Develop and maintain relationships with key service providers, particularly Fund Managers and life companies

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New client take-on

Attend or contribute towards client meetings as requested by the Adviser

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Performance Assessment

Contribute towards setting individual objectives and KPIs in conjunction with Advisers and Business Manager and based on achieving business objectives

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Compliance