Insurance Administrator / Paraplanner
Vine Recruitment
6d ago
source :

Our client in Paarl, a UK based company, is urgently looking for a Insurance Administrator / Paraplanner to work from home.

Function : To assist financial advisors with administrative services in their investment practice based in the UK and South Africa.

Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance client and team relationships.

The ideal candidate should be someone with a growth mind-set, act professional and have meticulous attention to detail. The person should also be naturally process orientated, and have managed a team of people in a previous role.

KEY REQUIREMENTS : Proficient in spoken English and at least one other languageExcellent written English is required and report-writing skills is a necessityProven track record in dealing with clients and team managementFinancial Services Industry work experienceMinimums entry-level qualification equivalent to Grade 12 / NQF4 qualificationRECOMMENDED REQUIREMENTSFinancial Services Legislation : Knowledge of regulatory requirements, e.

g. FICA, AML, and POPI and financial services industry environment.KEY RESPONSIBILITIES : Process and execute financial advisor and client instructions whilst adhering to operational processes and minimizing operational errors (including new client business submissions, pension investment transfers and monthly fund switches)Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness and compliance with relevant legislationConfirm and communicate all processed instructions to clients and financial advisersEnsure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses.

Arrange annual client meetings and review client portfolio summaries prepared for meetingsUnderstand products and services offered by the business.

Analyze monthly fund performancesEngage and manage other staff engagement with investment houses to give effect to instructions to : open accounts, switch investments, close accounts, obtain investment statements and tax information as requiredConduct annual due diligence reviews on platform and complete annual re-balancing of fund portfoliosResponsible for insurance renewalsMaintain and update operations manual and relevant company policiesCo-ordinate, prepare and assist with SA and UK Compliance auditsManage database with adequate, complete, valid and necessary recordsManage team of administrators Salary : Negotiable depending on experience.

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