Financial Advisor Assistant at Telesure Investment Holdings (TIH)

Responsibilities

Document Preparation

• Prepare moderately complex documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarising data for reports.

Research

• Researching existing and potential replacement products to prepare the most appropriate recommendations for the client in an advice document or proposal, such as: Product comparisons, insurance analysis and quoting, contacting funds for information, identifying product, fee and service offering differences. Obtaining relevant client information from various sources.

Administration

• Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues. Provide administrative support in general, if required to the Employee Benefits team

Customer Relationship Development

• Make calls (by telephone, in person and email correspondence) to allocated customers to develop new relationships and maintain existing ones.

Account Management

• Provide day-to-day support on both new and existing accounts to perform prescribed and non-routine account management activities. Help the account management team respond to more complex customer enquiries.

Product Planning

• Contribute data and information to production plans. Run reports, check accuracy, and distribute information.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Operational Compliance

• Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.

Product/Service Information

• Provide advanced product/service information and respond to basic customer questions about the product/service.

Performance Management

• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
• Achieve talk time targets, effectiveness targets and sales targets.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, and reading specialist media.

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential);
• Class of Business (COB) (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

Experience

• 2 - 3 years experience in paraplanning/advice assistant role (Essential);
• 1 - 2 years of experience of client facing customer service / business development support (Essential);
• Previous experience in health / medical aid industry(Advantageous).