Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications arecompleted correctly) servicing and any other requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany allnew business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that theCompliance is completed correctly;Keeping records and ensuring documentation is completed as required by the FAIS Act, FICAAct and relevant legislation;Obtaining Client Authorities for preparing portfolios via Astute, Fact Finding, checking themas 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 theclients;Checking the diaries and appointments for quality control prior to Advisor/s meeting withthe client;In house servicing Upgrades and downgradesEnsuring that new business is processed timeously and that any outstanding quotations arefollowed up on Pipe and new business must be followed up daily;Dealing with queries, difficult clients and complex queries that may be received by theAdvisor/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 /brokerchanges/ 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 todate and correct;Contacting clients for counter-offer letters and declines;General administration and In- House servicing/new business; andMust attend all training sessions and further the employee is required to complete and passthe FICA assessment.Assisting clients in going from blue to gold on Vitality.Checking all user groups are linked Directors, Shareholders, Trusts, Trustees,Employer/Employees etcChanges to Buy & Sells & ensuring they are updated annuallyClosing Date: 30 April 2024