Introduction...
Alexander Forbes Financial Planning Consultants Division is looking for Financial Advisor Assistants. The applicants should deliver exceptional administration support to Financial Advisors in their goal to secure new clients and service an existing client base. To cultivate great client relationships and deliver great client service.
Minimum Requirements...
FORMAL EDUCATION
- * Matric
- * Industry related qualification/certification i.e. Wealth Management Course (Advantage)
- * Tertiary qualification (advantage)
EXPERIENCE
- * Minimum of 3 years experience in the Financial Services industry would be an advantage
- * Practical assistant/secretarial experience would be an advantage
- * Investment and Life product knowledge would be an advantage
- Good understanding of the Financial Services industry - corporate and individual client
- Good understanding of investments, investment vehicles and retirement funds
- Linked products: Preservation Funds, Retirement Annuities, Annuities
- Voluntary products (savings vehicles, endowments)
- Unit Trusts/Multi Manager Funds
- Insurance related skills and knowledge
- * Technical administration services (policy values, switches, repurchases)
- * Skills on CRM/Interface/Compass systems (advantageous)
- * Computer literacy (Microsoft office - outlook, word, excel) Very Important
Job Specification...
RESPONSIBILITIES
KEY PERFORMANCE AREAS
- * New Business Prospect
- * New Business & other financial transactions
- * Client Relationship Management
- * Assisting the Financial Advisor with maintaining the existing client base
- * Review Process
- * Attend to existing business queries
- * Public Relations
- * General
COMPETENCIES
Technical
- * Experience, knowledge and understanding of the Financial Services industry (minimum 3 years)
- * Practical work experience in dealing with investment-linked and life products
- * Investment product and life assurance knowledge of:
- Financial Services industry - corporate and individual client
- Investments, investment vehicles and retirement funds
- Linked products: Preservation Funds, Retirement Annuities, Annuities
- Voluntary products (savings vehicles, endowments)
- Unit Trusts/Multi Manager Funds
- Life policies, disability, dread disease etc
- Retirement funds
- * Skills on CRM/Interface/Compass systems (advantageous)
Behavioural (Interpersonal and Intrapersonal)
- * Customer Service Orientation
- * Excellent verbal and written communication skills
- * Planning and prioritizing
- * Deadline driven
- * Responsible & accountable
- * Resourceful problem solver
- * Attention to detail/Accuracy
- * Excellence/quality orientation
- * Team player
- * Flexibility/adaptability
- * Ability to work independently and under pressure
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Recruiter: Alexander Forbes Group
End Date: 2019-01-31
AA/EE: Applicable Contract Permanent
Location: Sandton
Available: ASAP
Category: Insurance
Offer: Market Related
