Financial Planning Partner Assistant
- Employer
- Accountancy Placements
- Location
- Pietermaritzburg Pietermaritzburg Msunduzi, South Africa
- Salary
- Competitive
- Closing date
- Oct 9, 2024
View more categoriesView less categories
- Job Role
- Financial Planning & Analysis
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
You need to sign in or create an account to save a job.
Reference: PMB001059-LF-1
Financial Planning Partner Assistant - Pietermaritzburg
Our client is seeking a Financial Planning Partner Assistantto join their team.Duties & ResponsibilitiesResponsibilities:
Requirements
Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
Financial Planning Partner Assistant - Pietermaritzburg
Our client is seeking a Financial Planning Partner Assistantto join their team.Duties & ResponsibilitiesResponsibilities:
- Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)
- Liaison between Financial Planner Partner and product providers (PPs)
- Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)
- FICA and AML capture and checking on client onboard process
- Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs
- Monitoring the underwriting and acceptance of new business transactions
- Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously
- Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients
- Manage commission suspense accounts aligned to compliant new business lodgment
- Escalate with PPs regarding commissions / fees due to the Financial Planning Partner
- Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications
- Preparation of client portfolio's using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate
- Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
- Assisting Financial Planning Partners at client events
Requirements
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, and Xplan
- High energy individual who is customer centric and relationship orientated
- Methodical, accurate and have meticulous attention to detail
- Organizational skills, ability to prioritize, plan and manage projects
- Critical thinking: ability to strategize, research and interpret
- Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients
- Time management: ability to manage time and tasks to ensure deadlines are met
- Assertiveness, proactive, resourceful and resilient under pressure
Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert