Financial Planning Partner Assistant â Port Elizabeth
Financial Planning Partner Assistant â Port Elizabeth
Posted on :
16-05-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
16-05-2025
Job Description
Our client in theFinancial Services Industry based in Port Elizabeth is currently looking to employ a Financial Planning Partner Assistant.
Requirements:
Responsibilities and expectations but not limited to:
Client Services:
- Understanding of FAIS and FICA legislation.
- 23 years in the financial services industry is advantageous.
- Relevant tertiary education or courses.
- Computer skills: Microsoft Office (Excel Word Outlook essential) SharePoint Xplan.
- Good verbal and written communication skills.
- High energy customercentric and relationshiporiented.
- Methodical accurate with meticulous attention to detail.
- Organizational skills with the ability to prioritize plan and manage projects.
- Critical thinking: ability to strategize research and interpret.
- Problemsolving ability to apply creative skills in evaluating problems and identifying optimal solutions while being flexible to meet clients changing needs.
- Resilient under pressure with the ability to multitask.
Responsibilities and expectations but not limited to:
Client Services:
- Implement the client services experience as defined by the Head of Operations.
- Oversee administrative processes and controls in the Financial Planning practice.
- Act as liaison between Financial Planner Partner and product providers.
- Manage client queries and transactions ensuring efficient service delivery.
- Follow the formal complaint resolution process.
- Uphold the principles of Treating Customers Fairly.
- Collation of all clientrelated information (data discovery and fact find) and preparation of documentation for engagement between the Financial Planning Partner and client.
- FICA and AML capture and checking during client onboarding.
- Checking transition documentation for completeness and accuracy in alignment with the relevant client file checklist and lodgment rules.
- Administration of client transfers and new business transactions.
- Submission and monitoring of intermediary appointment notes to ensure clients successfully transfer to the license group and ongoing fees are received from relevant PPs.
- Capture checking and submission of new business documentation and applications ensuring completeness and accuracy per lodgment rules.
- Monitoring underwriting and acceptance of new business transactions.
- Arranging medicals for clients where required and following up on outstanding requirements to ensure timely confirmation by relevant PPs.
- Providing ongoing service and maintenance support to the Financial Planning Partner and clients.
- Checking commission statements from CommPay and PPs managing commission suspense accounts aligned to compliant new business lodgment.
- Escalating commission/fee issues with PPs as necessary.
- Assistants align with the PCS CRMs to ensure complete prepopulation of PCS mandates and applications.
- All instructions to PM and CRMs initiated and maintained via Xplan tasks.
- Preparation of client portfolios using Astute and/or product provider information ensuring Xplan Policy Schedules are up to date and accurate.
- Data capture of client demographic and financial data (ASTUTE PPs and manual) on Xplan.
- Data integration between Xplan and IWP for handover to BDM or Financial Planning Partner.
- Upload scanned copies of all documentation into Xplan including relevant client file checklists.
- Ensure proper recordkeeping in line with business rules legislation and safe storage in Xplan.
- Distribute client communications as stipulated in the client management plan and as requested by the Financial Planning Partner via Xplan.
- Use Xplan notes and tasks extensively to manage client records and practice organization.
- Prepare for client reviews using the client review template and by producing and checking Client Consolidated Reports (CCR) from NAV.
- Maintain an accurate diary system with Xplan and Outlook integration.
- Address technology issues experienced by the Financial Planning Partner and liaise with IT support for solutions.
- Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s).
- Track and monitor personal KPIs on NAV seeking assistance from POM where gaps are identified.
- Liaise with the Financial Planning Partner on all data and practice attributes on NAV.
- Assist with organizing client events in conjunction with the events coordinator including venue bookings RSVP management and event logistics.
- Support Financial Planning Partners at client events.
- Serve as the primary point of contact for clients to strengthen relationships.
- Support general office management including reception facilities meeting room management stationery and marketing materials.
- Submit orders for stationery business cards marketing brochures and client folders to the Partnership Operations Manager to avoid running out of stock.
Employment Type
Full-Time
Key Skills
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