Advisory Assistant - Durban

Reference: PE003910-RVW-1

Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban. Duties & Responsibilities

Requirements

• Grade 12 / Matric.

• Relevant Degree or Diploma.

• 2–3 years’ experience in an Advisory Assistant, Financial Planning Assistant or similar role.

• Knowledge of FICA, FAIS and CRM systems.

• Previous experience within the financial services or financial advisory industry.

Responsibilities

Communication and Client Intimacy

• Follow up on various instructions with internal and external stakeholders.

• Phone client to request documents and schedule meetings either via email or WhatsApp.

• Attend to client queries.

• Liaise with the events co-ordinator regarding RSVP on respective clients.

• Attend client presentation, Prospecting events and interact with clients.

• Liaise with finance division in respect of commission and fees.

• Friendly and caring to the client in all endeavours.

• Assist client in completing and signing documents.

• Attend frequent team catch up meetings.

Administration

• Prepare documentation for client meetings.

• Load and update new business register.

• Complete forms and liaise with clients for signing docs.

• Request any FICA, KYC information from clients.

• Load clients onto the CRM system.

• Complete onboarding pack.

• Submit various instructions/workflows.

• Frequently track and monitor all instructions:

• New business, adhoc top ups, withdrawals, switches, maturities, income change and section 50 and section 14 transfers updating client information.

• Update beneficiary changes.

• Manage annual review schedule by keeping it up to date and scheduling appointments and confirming meetings with clients.

• Execute and monitor the actions that need to be taken on the conclusion of the meeting.

• Adhering to any outstanding requests from internal and external stakeholders.

• FSP transfers/confirmation of investments to be executed.

Calculations

• Perform calculations in terms of fund allocation.

• Perform CGT calculations for switches /withdrawals.

• Perform fee report calculations for clients.

• Generate performance analysis of clients.

Practice Management

• Ensure that Wills are accurately filled in the Wills safe.

• Constantly monitor and update FICA and FAIS.

• Manage depleted holdings.

• Ensure client has signed correct mandate.

• Ensure CRM system is kept up to date.

• Ensure CCM management and regular Dox Fox screening.

Greater Office Contribution

• Assisting and mentoring of other Assistants.

• Assisting with reception on a rotational basis.

• Behave and communicate in line with the company’s values of Integrity, Respect, Ownership and Excellence.

Education

• Develop a moderate level of technical knowledge and ensure it is maintained or expanded.

• Participate in training and development as outlined in the individual training plan.

Performance Assessment

• Contribute towards setting individual objectives and KPIs in conjunction with management and based on achieving business objectives.

• Provide accurate reports on individual performance and activities as requested.

• Contribute towards assessment of individual skills and compilation of training and development plan.

• Attend formal performance reviews at least annually.

• Comply with all business policies and procedures.

• Contribute towards assessment of office morale and culture.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful. Package & Remuneration

Monthly