Implementation of all new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion
Ensure the accurate production of all Client portfolio review documentation and reports
Ensure all prospect and prospect details are input on the Client management system and that these details are maintained as per the sales process
Ensure all Client files and electronic records are maintained in-line with procedures outlined in the policies and procedures manual.
Prepare new Client files as needed
Develop and maintain relationships with key personnel within strategic alliance partners (service providers)
Attend or contribute towards client meetings as requested by the adviser
Answer incoming calls as required. Handle queries to limits of role or delegate to the appropriate staff member
Develop a moderate level of technical knowledge and ensure it is maintained or expanded
Handle initial Prospect enquiries to limit of authority and book appointments in Adviser’s diary as appropriate
Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation
Skills & Experience :
Moderate experience in a professional environment
Matric with business related diploma or degree
Contact ANNELINE HATTINGH on 021 , quoting the Ref : CTF013491.
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