Company:
PSG Konsult Ltd
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Qualification: Bachelors, Matric, National Certificate
Experience: 7 years
Province: Western Cape
City: Bellville
Field: Finance / Accounting / Audit
Responsibilities:
- Financial Planning support
- Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
- Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation as required.
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
- Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations)
- Maintain Service Level Agreement deadlines
- Manage policy renewals
- Customer Service
- Manage Administrative Documentation (details records)
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Handling of new application and quotations
- Reporting of new business statistics
- Maintaining CRM systems
Minimum requirements:
- Grade 12 (NQF5 Wealth Management/B.Com Financial Degree advantageous)
- RE5 (Representative Regulatory Exam) compulsory
- At least 7 year’s relevant work experience within the financial/Insurance industry in similar role
- Proficient in both spoken and written English and Proficient in both spoken and written English, and at least one other of the official South African languages
Method of Application
Submit your CV and Application on Company Website:
