Financial Advisor Assistant | Medical Aid & Employee Benefits

Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and ensuring smooth operations. Key Responsibilities: Prepare and manage proposals, quotations, and policies for client meetings. Handle various administrative tasks including submission of applications, gathering and maintaining up-to-date FAIS documents, and managing new business queries or policy renewals. Provide support in planning and organizing events and functions, both business and personal (e.g., booking flights, researching venues, arranging activities). Assist in compiling renewal documents, presentations, and consulting reports. Track tasks, manage deadlines, and participate in weekly meetings to ensure timely completion of responsibilities. Build and maintain relationships with clients, medical schemes, and insurance providers. Handle the management and balancing of monthly commissions. Schedule client meetings and provide ongoing support to financial advisors. Key Requirements: Minimum of 5 years of experience in a similar administrative role, ideally within the insurance or financial services sector. FAIS compliance is preferred (Rep status or willingness to pursue Rep status). Must be tech-savvy, with experience in CRM systems being an advantage. Strong attention to detail, analytical skills, and an affinity for numbers. Ability to handle multiple tasks while maintaining a high level of accuracy and efficiency. Professional, reliable, and empathetic with excellent communication skills. A proactive, resourceful individual who thrives in a fast-paced environment and is eager to grow within the company. What Were Looking For: A people-oriented individual who is approachable, patient, and willing to listen to clients'' needs. Someone who takes deadlines seriously and consistently delivers on promises. A long-term thinker who is motivated to develop a career within the company. A team player who is comfortable seeking help when needed and who fosters a collaborative working environment. This is an exciting opportunity for a professional looking to enhance their career in the financial advisory field, offering both challenge and growth potential.

Location: Johannesburg, ZA

Posted Date: 12/26/2024