Key Responsibilities:

Preparing client information and reports for financial plans
Preparing investment and retirement scenarios for client financial plans
Extracting policy schedules for clients
Preparing quotations in respect of risk and investments on behalf of the financial planner
Compiling draft financial plan for submission to financial planner for comment and recommendations
Capturing personal and financial information timeously and accurately
Completing and submitting application forms on behalf of new and existing clients
Following up with insurers and investment houses to ensure administrative efficiency
Keeping clients continuously updated on administrative processes and status quo
Adhering to compliance and practice management standards set out by the organisation
Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions
Building relationships with clients, colleagues and service providers

Qualifications and Skills:

NQF5 in wealth management or other related finance qualification
Minimum of 2 years of experience in the financial planning industry
Excellent written and verbal communication
Strong interpersonal and relationship-building skills
The willingness to work independently and as part of a team within a dynamic organisation
Attention to detail is extremely important
Must be proficient in MS Office, specifically Outlook, Word and Excel
Must be willing to use cutting-edge technology in the workplace
Experience on financial planning software preferred

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