Alexander Forbes Careers Near Me - Financial Advisor Assistant

Job Description:

To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service

(ads1)

Job Responsibilities:

Ensure that the report writer receives a copy of the signed LOA (where applicable).

Check that new retail annual review is triggered for the next meeting (where applicable). NB! where client has a Living Annuity, review should be set up two months prior to income review date.

Change annual review status to pending,

CRM review list monthly in advance and discuss same with Financial Advisor (where applicable)

Scan the signed report and attach to CRM

Set up review meeting with Client and invite report writer on calendar (where applicable)

Confirm review meeting with Client one week before the date.

Check our database to see if the Client is fully FICA/FAIS compliant. If not, print off necessary, FAIS docs for the file for the meeting; and advise the Client to bring in New FICA if necessary

Scan minutes after the meeting and any new FICA or FAIS docs and attach to CRM.

Print and bind report and hand original to Advisor

Ensure that the Client receives an LOA to sign immediately when meeting is set up.

Mark retail annual review as complete, selecting correct type e.g. face to face review (where applicable).

Job Requirements:

Relevant university qualification

Matric

Job Details:

Company: Alexander Forbes

Vacancy Type:Full Time

Job Location: Cape Town

Application Deadline: N/A

(ads2)

Apply Here

instantcareers.net

#J-18808-Ljbffr Financial Advice & Private Banking