Administrator Financial Planning

SUMMARY:
The Role:

Our client is looking for an Administrator in financial planning!

Essential functions:

• Co-Ordinate intermediary diaries, follow up appointments and reschedule as required for contracted Intermediary
• Manage and Prepare meeting schedules and e...
  
  

  POSITION INFO:
  The Role:

  Our client is looking for an Administrator in financial planning!

  Essential functions:

  • Co-Ordinate intermediary diaries, follow up appointments and reschedule as required for contracted Intermediary
  • Manage and Prepare meeting schedules and electronic files for Intermediary in preparation for meetings including quotes, product comparisons and supporting documentation
  • Filter general information, queries, phone calls and invitations to Planners by redirecting or taking forward such contact as appropriate
  • Ensure that Intermediary and client receive relevant and timeous feedback and distribution of required documentation
  • Manage adherence of Product Houses to instruction and query turnaround times
  • Manage, process instructions and update client data base on behalf of Intermediary
  • Ensure all work is followed up promptly in line with company standards
  • Ensure all supporting documentation is maintained / updated as per company procedures
  • Input and maintain accurate client records on the back office system, Platform and other IT systems
  • Provide an efficient, friendly and professional point of contact for clients and enquiries, by phone, email and in person
  • Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients.
  • Manage complaint / complex queries and provide feedback to all affected parties within Service Level Agreement
  • Manage adherence to the industry and internal compliance standards and processes
  • Assist with workflow distribution and quality assurance checks to staff members
  • Prompt and coordinate client relationship initiatives
  • Build and manage relationships with Product Provider Consultants and Support Administrators
  • Manage monthly commission statement queries for Intermediaries
  • Facilitate the on-boarding and exit of intermediaries at the various providers
  • Keep updated and informed of Company, providers and Intermediaries product range, documentation, policies and procedures
  • Manage the implementation of any system, process and/or procedures to be introduced or changed in line with the performance and fulfilling of their functions
  • Coordinating and providing training for any new product, system, process and procedure that is introduced
  • Assist in other areas/departments of the company.  
  Skills and Experience:

  Essential Qualifications:

  • Business Administration/Insurance related qualification

  Preferred Qualifications:

  • Industry related B Com degree or industry related qualification
  • FAIS RE 5, 120 FAIS Credits or working towards achieving

  Experience required:

  • Function related experience: 3 years
  • Project experience:  2 years

   

  
  
  

   

  NB! This job is now closed. You can apply for other jobs by uploading your CV.

  
  

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