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EMPLOYMENT TYPE : Permanent
SECTOR : Finance/Wealth Management
BASIC SALARY : R10 000 neg
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

Matric
BCom Investment Management (Non-Negotiable)
RE Exams and industry related training
FAIS and FICA and other relevant legislation
1 Year experience in Financial Planning

DUTIES:

New business implementation:

Implementation of new business, including fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion.
Follow-up any outstanding payments or documentation from the Client.
Input of all relevant Client details on the Client management system.

Client Services:

Take and prepare client meetings.
Request house view risk quotes and be able to take a client through a risk or investment application form.
Ability to assist with ROA under close supervision.
Facilitate drafting of Wills.
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. This includes completing forms where necessary.
Implementation of all changes to insurance benefits or coverage, including all life company and medical/financial follow-ups.
Ensure all Client problems are solved in an efficient manner, often handling the liaison with fund managers, life offices and Clients. Assist with all Client enquiries, in-line with the companys service offer. This may include delegating the Client inquiry to the most appropriate staff member.
Contribute towards the maintenance of existing Client relationships with the company.

Marketing plan implementation:

Participation in marketing activities as required. eg. Attend client functions.

Administration:

Produce any documents or correspondence as required by the Adviser, Wealth Manger.

New client take on:

Attend or contribute towards Client meetings as requested by the adviser.
Contribute towards the management of the ongoing Client relationship in-line with the sale and service offering, to achieve the desired retention levels for each segment.
Conduct any prospect follow-up phone calls to obtain further information on planners request.

Advice:

Accurately assess clients needs, objectives and risk tolerance and formulate an effective draft financial plan strategy and/or risk management strategy to be signed off by the Wealth Manager.
Formulate effective financial plan documents and/or risk management documents, in-line with the company guidelines, and the clients needs, objectives and risk tolerance.

HOURS: