Green Marble Recruitment Consultants boasts over 33+ years of valuable combined experience in the trade.
We are a pro-active, solution-driven organisation with a personalised strategy to suit individual requirements.
We are committed to enter into a partnership with you, to provide you with a stable staff compliment, through quality placements and speciali...
Minimum 2 years' experience in life and/or investment administration within financial services (essential).
RE5 (advantageous).
NQF Level 5 or higher qualification in Wealth Management, Financial Planning or a related field (advantageous). Matric is compulsory; a higher qualification will be advantageous.
Working knowledge of FAIS, FICA and POPIA requirements.
Proficient in CRM systems (Zoho advantageous) and MS Office, particularly Excel?
High level of administrative accuracy and attention to detail.
Ability to manage multiple providers, products and deadlines concurrently.
Clear, professional written and verbal communication skills.
Self-managed and deadline-driven, comfortable working within a structured process and reporting line.
Key Responsibilities:
Process new business applications for life and investment products across multiple providers, checking for completeness and accuracy before submission.
Administer in-force policies and investments: alterations, top-ups, withdrawals, fund switches, beneficiary changes, maturities and claims and debit order changes.
Liaise directly with product providers (insurers and investment houses) to track application status, resolve queries and clear outstanding requirements.
Maintain accurate, up-to-date client records on CRM in line with FAIS record-keeping requirements.
Support advisors with client-facing administration: appointment preparation, portfolio valuations, statements and correspondence.
Ensure FAIS, FICA and POPIA compliance across all documentation and processing workflows.
Track and follow up on outstanding requirements, underwriting queries and pending business to minimise turnaround times.
Prepare and update investment and life portfolio reports ahead of client reviews.
Escalate risk, compliance or service issues to the Director timeously.
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