Financial Planning Partner Assistant

SUMMARY:
Financial Planning Partner Assistant – Pietermaritzburg
Our client is seeking a Financial Planning Partner Assistant to join their team.

POSITION INFO:
Responsibilities:

• Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)
• Liaison between Financial Planner Partner and product providers (PPs)
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)
• FICA and AML capture and checking on client onboard process
• Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs
• Monitoring the underwriting and acceptance of new business transactions
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously
• Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients
• Manage commission suspense accounts aligned to compliant new business lodgment
• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
• Assisting Financial Planning Partners at client events

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, and Xplan
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail
• Organizational skills, ability to prioritize, plan and manage projects
• Critical thinking: ability to strategize, research and interpret
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients
• Time management: ability to manage time and tasks to ensure deadlines are met
• Assertiveness, proactive, resourceful and resilient under pressure