Financial Advisor Assistant | Medical Aid & Employee Benefits

SUMMARY:
Exciting Opportunity for a Financial Advisor Support – Bring Your Administrative Expertise to a Thriving Financial Advisory Team!

POSITION INFO:

Job Title: Financial Advisor Support – Administrative Role

We are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and ensuring smooth operations.

Key Responsibilities:

• Prepare and manage proposals, quotations, and policies for client meetings.
• Handle various administrative tasks including submission of applications, gathering and maintaining up-to-date FAIS documents, and managing new business queries or policy renewals.
• Provide support in planning and organizing events and functions, both business and personal (e.g., booking flights, researching venues, arranging activities).
• Assist in compiling renewal documents, presentations, and consulting reports.
• Track tasks, manage deadlines, and participate in weekly meetings to ensure timely completion of responsibilities.
• Build and maintain relationships with clients, medical schemes, and insurance providers.
• Handle the management and balancing of monthly commissions.
• Schedule client meetings and provide ongoing support to financial advisors.

Key Requirements:

• Minimum of 5 years of experience in a similar administrative role, ideally within the insurance or financial services sector.
• FAIS compliance is preferred (Rep status or willingness to pursue Rep status).
• Must be tech-savvy, with experience in CRM systems being an advantage.
• Strong attention to detail, analytical skills, and an affinity for numbers.
• Ability to handle multiple tasks while maintaining a high level of accuracy and efficiency.
• Professional, reliable, and empathetic with excellent communication skills.
• A proactive, resourceful individual who thrives in a fast-paced environment and is eager to grow within the company.

What We’re Looking For:

• A people-oriented individual who is approachable, patient, and willing to listen to clients'''' needs.
• Someone who takes deadlines seriously and consistently delivers on promises.
• A long-term thinker who is motivated to develop a career within the company.
• A team player who is comfortable seeking help when needed and who fosters a collaborative working environment.

This is an exciting opportunity for a professional looking to enhance their career in the financial advisory field, offering both challenge and growth potential.