Financial Adviser Assistant

Assistant to Financial Adviser - Discovery
Location: Pretoria
Reporting to Franchise Principal
Remuneration: R15 000 - R25 000 & commission

About the Role:
Successful candidate will be assisting a senior Discovery broker in the servicing of his existing clients and the growth of his client base. The ideal candidate is/was an accredited Discovery adviser with a professional manner and strong financial planning skills.

Requirements:

• 3+ years financial planning
• Discovery product accreditations
• Discovery Smart Advice and other tools proficient
• RE5
• Class of business
• Full industry related qualification
• Reliable vehicle

Key Traits:
- Time management and workflow must be impeccable
- Must be detail orientated, conscientious and organised
- Adaptability. Must be able to work with a panel of different Advisors
- Discovery product knowledge required
- Discovery system experience needed (FAZ, Smart Advice)
- Will need to work under pressure at times.

Overview of Duties:

• Staying up to date on product changes and enhancements
• Staying up to date on the financial planning industry and new trends
• Client information gathering
• Consolidating and re-structuring of a client's existing portfolio
• Compiling a financial needs analysis based on information gathered
• Meeting with clients at their convenience
• Ability to plan across all product lines including:

• - Life
• - Disability
• - Severe Illness
• - Income Protection
• - Retirement
• - Investment goals

- Preparing various quotations based on FNA findings.
- Replacement analysis and comparisons between existing products and new proposed products.
- Assisting Advisor with RAR using analysis above.
- Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
- Servicing changes on existing client base.
- Finalising servicing quotes.
- Preparing summary of proposal for review by Advisor and client.
- Re-iterating the DRO value proposition and need for vitality engagement.
- Receiving, checking, and submitting applications to the PA.
- Requesting Astutes and transferring information to client policy schedules.
- Requesting information from external sources where necessary.
- Assisting Advisor with Record of Advice to ensure completeness and accuracy.
- Preparing review of clients existing portfolio, making suggestions to Advisor.
- Transferring quotes data to Excel and/or PowerPoint.
- General reporting and planning as required by Advisors.
- Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.

Desired Skills:

• Financial Planning
• Financial Advisor
• Financial needs analysis
• Insurance
• Investments
• Broker
• Client Liaison
• Problem Solving
• Good time management
• Discovery
• Paraplanning
• Broker assistant

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree

About The Employer:
FSP