Pa Secretary to Financial Planner - Hillcrest, South Africa - Ultra Personnel

Ultra Personnel

Verified Company

Hillcrest, South Africa

2 days ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

This position is a 6 month contract
Matric is essential
Qualification in investments / insurance / financial planning / business management would be an advantage
3-4 years experience in the financial services industry
Computer literacy on Microsoft Office is essential
Computer literacy on Spotlight would be an advantage
Excellent verbal and written communications skills
Customer centricity passionate about client service
Knowledge of the Financial Services Industry
FAIS and FICA knowledge

The PA is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole.

The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office Client Services.

Implementation of the client services experience, as defined by the Head of Client Services
Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc)
Liaison between Financial Planner Partner and product providers
Will be required to follow the formal complaint resolution process

Operational Support
Administration relating to client transfer and new business transactions
Collation of all client related information and preparation of documentation for engagement between Financial Planning Partner and client
Preparation of client portfolios using Astute and / or product provider information
Capturing of client demographic data on relevant client management tool i.e. spotlight to create client records
Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist
Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist
Submission of intermediary appointment notes to relevant product providers
Monitoring the submission of intermediary appointment notes to ensure amendments are made, clients are moved to the licence group and that ongoing fees are received
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 accepted speedily
Upload scanned copies of all documentation into sharepoint (including relevant client file checklist(s))
Liaise with product providers regarding commissions / fees to be paid to the Financial Planning Partner
Distribute communication(s) to clients as stipulated in the client management plan
Distribute communication(s) to clients as requested by the Financial Planning Partner
Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients

Attend to all technology issues experienced by the Financial Planning Partner and facilitate the solution -liaison with acsis support desk etc.

Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Operations Support Manager timeously to avoid running out of stock
Maintain an accurate diary system
Ensure proper record keeping in line with business rules and where relevant, legislation

Marketing Support
Regional event assistance and organisation of smaller client events -booking venues, RSVP management, event management etc
Representing the Financial Planning Partner at client events
Representing the business at client events where required

Office Management
Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management etc.