Description:

About the role:
In this role you will be supporting the Financial Advisor(s), with financial planning process by gathering the necessary data, preparing new business quotations and following through on all new business cases including client servicing queries. You will play an integral role in our client review process and executing our client experience. Assist in ensuring a smooth operational practice.

Responsible for Client Servicing queries:
Surrenders/ withdrawals/zero interest loans / full and part disinvestment
R/A and Tax-free top ups
Section 14 transfers
Annual Section 14 fee negotiations
Annuity income reviews
Ad-hoc- investments
Switches
Compliance

Responsible for General office efficiencies

Knowledge and skills requirements:
Professional client facing skills.
Good inter-personal skills such as: communication; teamwork; self-motivation; demonstrable initiative and attention to detail.
An ability to prioritise, plan and organise.
Proactive problem solving in dealing with client enquiries.
A working knowledge of FAIS & FICA legislation (must be compliance driven)
Be client centric/ service orientated.
Maintenance of efficient workflows and tasks.

Behavioural Competencies:
Customer focus
Teamwork
Building relationships
Results driven
Applying professional, technical expertise
Quality and detail orientation
Planning and organising
Proactive
Learning and researching

Salary:
TBA Experience and skill dependent.

Please send your resume/CV