Senior Broker Assistant (JB328)
Kontak Recruitment
Johannesburg, South Africa
6d ago
source : Job Placements

Senior Broker Assistant (JB328)


Kontak Recruitment is recruiting and hiring on behalf of a Well-respected financial planning and wealth management organisation and currently sourcing for an experienced and customer centric Broker Assistant to be based in Fourways, Johannesburg to work hand in hand with a Senior Broker.

Requirements :

3+ years experience as a Broker / Advisor Assistant

FICA and FAIS Compliant

RE would be an advantage

Responsibilities :

Capture and taking minutes of meetings

Capture, process and follow up on applications and ensure that all information is correct and complete (Including FNA and compliance documentation) in line with FAIS and FICA

Ensure that all Compliance documentation is loaded on Xplan on a daily basis

Obtain Client Authorities for preparing portfolios via Astute, ensure that they are complete and correct and upload all relevant documents and quotations prior to meetings

Extensive diary management and appointment setting and confirmations prior to meetings taking place

Ensure that new business is processed timeously and that any outstanding quotations are followed up on

Interact with Clients Diligently and in a professional manner

Assist client with beneficiary changes / Wills / arrear premiums / replacements / broker changes / lapses

Following up on leads and campaigns

Check the database for possible new business and ensure that details on system are up to date and correct

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