Report Writer - North Johannesburg
trackingtalent
Key responsibilities New business reports: Compilation of New Business Report Preparation of Risk Profile Questionnaire and Results Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only Advise FAA on documentation to be included in the New Business Pack Review reports: Liaise with Adviser and FAA for monthly planning of reviews and scheduling of meetings Compilation of Standard reports Review last minutes of meeting and update Report Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only Advise FAA documentation to be included in report Preparation of Regulation 28 calculation for any proposed switches Update CRM for record purposes and Retail Annual Review status. Management of monthly Reviews for example backlogs etc Post event: Check all review reports and action items from minutes (not relevant to FAA) Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only. Provide feedback re non-compliance where applicable Decision making: Must be able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation / escalation to Admin Manager or Consultant and Co-operation & team work Requirements Grade 12 Excel Advance(compulsory) Maths Working Experience with investments and Life (5yrs ) CFP or studying towards CFP. Analytical Thinking and attention to detail Communication (includes verbal/written and presentation) Knowledge sharing (includes information sharing) Personal growth orientation Relationship Building, Managing/Engaging Diversity (able to build relationships with diverse range of people) Practical Execution Management (Planning/Organizing/Monitoring) Results & Solution Focused (passion, drive, energy & follow-through Assertiveness (includes willingness to challenge & confront) Flexibility/adaptability Problem solving (includes strategic problem solving on a higher level) Technical professional competence Additional Information: Preference will be given to EE candidates Applicants to contact Tracking Talent with CV and relevant certification
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