DESCRIPTION OF POSITION
Superior client services, compliance, reporting, relationship building and driving of processes.
MAIN ACTIVITIES
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Client contact (mainly email & telephonic) for general admin related servicing. Dealing with product providers, following up on new business and servicing. Keeping track on new business pipeline, servicing requests and changes;
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Completion of quotes (if required) and client application forms;
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Perusing policy documents/ investment contracts to ensure they are issued correctly;
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Monthly Asset under Management figures and reporting;
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Saving of all client correspondence and documentation;
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Following up on fee renewals; and
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Paraplanning capabilities – load existing client details onto CRM and planning system. Do preliminary analysis. Consideration of client options.
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QUALIFICATIONS
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Matric
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Industry related qualification on NQF5 or higher. Candidates with a certificate or degree in Wealth Management or Financial Planning will have an advantage
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TECHNOLOGY
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Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
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Knowledge of financial planning analysis software like Elite Wealth will be beneficial
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EXPERIENCE / SKILLS REQUIRED
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Minimum 5 years industry specific experience
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A thorough knowledge of various financial products and product houses – would be beneficial
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A high level of accuracy with attention to detail
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Ability to take initiative
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Fully Bilingual in Afrikaans and English
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REMUNERATION
A market related cost to company is offered.
TO APPLY
Those that meet the above-mentioned requirements, and /or have other proven relevant skills or qualifications, should submit a detailed CV for the attention of Karin Smit to
[email protected] by no later than 30 August 2019. Please note that the Verso Group may delete or expire jobs at any time.
