SUMMARY:
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POSITION INFO:
Financial Planning Assistant – Discovery Expertise Essential
Hours: Mon – Fri, 07:30 – 16:00
Our client, a reputable financial advisory firm, is looking for a Financial Planning Assistant with strong knowledge and hands-on experience in working with Discovery products/solutions, including:
- Discovery Medical Aid – Extensive experience in new business, annual reviews, updates, and client servicing.
- Discovery Short-Term Insurance – Proven track record in administering short-term insurance policies, managing new business applications, annual renewals, and processing policy amendments.
- Vitality Products – Understanding of the full range of Vitality offerings.
The successful candidate will provide administrative and operational support to the financial advisor, ensuring seamless business transactions and exceptional client service. The firm specializes in services including Wills, Estates, Discovery Medical Aid, Investments, Short-Term Insurance, and Vitality products
Key Responsibilities:
- Assist the financial advisor with daily activities, including maintaining calendars, preparing correspondence, and providing exceptional customer service.
- Handle Discovery Medical Aid applications, annual updates, and client queries efficiently and accurately.
- Administer short-term insurance new business, policy updates, and annual reviews with precision.
- Prepare and review new account paperwork, ensuring all client documentation is accurate and up-to-date.
- Manage and resolve client service requests related to all service offerings.
- Prepare preliminary financial planning recommendations and product solutions for advisor review and client meetings.
- Create charts, graphs, tables, and other visual aids to support client presentations.
- Develop product solution recommendations that align with clients' risk tolerance and time horizons.
- Review and update client data and analysis for meetings.
- Use CRM systems to manage client records, track interactions, and initiate and complete tasks efficiently.
Qualifications and Experience:
- Proficiency in Microsoft Outlook and Excel.
- Experience with Advisor 360 and CRM systems, particularly atWork, is highly beneficial.
- In-depth knowledge and working experience with Discovery Medical Aid and Short-Term Insurance products is essential.
- Possession of RE5 certification and FAIS credits would be a definite advantage.
- Strong organizational and communication skills.
- Ability to work independently and as part of a team.
- High attention to detail and accuracy in all aspects of work.
Additional Requirements:
- Fluency in English and Afrikaans is essential due to the client base.
- Own transport required (preferably own vehicle to and from work).
Only shortlisted candidates will be contacted.
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