Description:
Our client in the Financial Industry, based in Johannesburg, is currently looking to employ a Financial Planning Partner Assistant.
An awesome career opportunity awaits.
Salary: R17 000 per month.
Purpose of role:
The Partner Assistant is required to support the Financial Planning Partners in providing high levels of client services to our clients, as well as to the Region as a whole.
The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office .
Requirements:
Qualification in investments/financial planning/business management would be an advantage. 3-4 years’ experience in a client services environment. 10 years’ experience in the financial services industry. Knowledge of the Financial Services Industry. FAIS and FICA knowledge. This role requires an ambitious graduate professional who is ‘hungry’ and ambitious for a career in the financial planning industry – either specializing in client services or financial planning.
Responsibilities:
Client Services:
Implementation of the client services experience, as defined by the Head of Client Services. Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers. Will be required to follow the formal complaint resolution process.Operational Support:
Administration relating to client transfer and new business transactions. Collation of all clients related information and preparation of documentation for engagement between Financial Planning Partner and client. Preparation of client portfolio’s using Astute and / or product provider information. Capturing of client demographic data on relevant client management tool i.e., spotlight to create client records. Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist. Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist. Submission of intermediary appointment notes to relevant product providers. Monitoring the submission of intermediary appointment notes to ensure amendments are made, clients are moved to the licence group and that ongoing fees are received. Submission of new business application(s), together with supporting documentation to relevant product providers. Monito...
23 Jan 2023;
from:
gumtree.co.za