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Senior Assistant to Financial Advisor

Employer
FHH Consultants Ltd
Location
West Rand West Rand, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
Sep 30, 2021

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Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
  • Capturing and taking minutes of meetings from Financial Advisors interaction with clients;
  • Capturing, processing and following up on applications (also checking that applications are completed correctly), servicing and any other requirements;
  • Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing;
  • Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;
  • Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNAs are attached to X-plan on a daily basis;
  • Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation;
  • Obtaining Client Authorities for preparing portfolios via Astute, act Finding , checking them as well as uploading quotations prior to Financial Advisor/s meeting with the client;
  • Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients;
  • Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client;
  • In house servicing upgrades and downgrades
  • Ensuring that new business is processed timeously and that any outstanding quotations are followed up on pipe and new business must be followed up daily;
  • Dealing with queries, difficult clients and complex queries that may be received by the
  • Advisor/s and the Financial Planning Practice;
  • Interact with Clients Diligently and Fairly;
  • Striving to assist your broker/s in achieving and exceeding sales targets;
  • Contacting clients for beneficiary changes / Wills /arrear premiums /replacements / broker
  • Changes / lapses / cancellations and ensuring that we try to save this business;
  • Liaise with broker consultants and Insurance Companies;
  • Sending out communication and liaising with clients to keep them updated;
  • Following up on leads and campaigns;
  • Check the database for possible new business and ensure that details on system are up to date and correct;
  • Contacting clients for counter-offer letters and declines;
  • General administration and in-house servicing/new business; and
  • Must attend all training sessions and further, the candidate is required to complete and pass the FICA assessment.
  • Assisting clients in going from blue to gold on Vitality.
  • Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc
  • Changes to Buy and Sells and ensuring they are updated annually

  • Grade 12
  • Two years industry related experience and a sound knowledge of Insurance
  • Word, Excel and Outlook is a must
  • Discovery Life Insurance/Invest experience (minimum 2 years)
  • Experience on the X-Plan insurance package would be highly beneficial

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