Job Summary
Overview:
The purpose of this position is to tend to the administration of the financial planning services provided by the company. The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients' lives.
Minimum requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License
- Own Reliable Vehicle (essential)
- Experience within Financial Services Industry (highly advantageous)
- RE5 certificate (highly advantageous)
Responsibilities / Duties:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Become knowledgeable about the financial assets and products that our clients utilise,
- Responsible for drafting of documents that capture the financial plans and proposals,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Must show good initiative and be willing to do necessary research for better understanding where necessary,
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills,
- Must timeously tend to all client queries
- Must be proficient in Microsoft Word and Office and other related software.
- Answer phone calls when receptionist unavailable.
- Be courteous with all clients and try to develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
- Doing errands minimum of once a week (groceries, document delivery etc.)