Financial Advisor Assistant

Network Finance; Randburg; On-site; ZAR 350,000 - 480,000; Full time

Job summary

Network Finance in Randburg is seeking a motivated financial planning support professional to assist advisers with new business processing, client servicing and compliance documentation.

You will maintain CRM records, coordinate reviews and diary schedules, and liaise with product providers, ensuring accurate workflows and high service levels. Experience with Discovery Life/Invest, Xplan and RE5 is advantageous.

Qualifications

• Matric is required.
• 2–3 years’ experience in financial planning, insurance, investments or wealth management.
• Previous Financial Adviser support experience is essential.
• Experience processing new business and client servicing.
• Experience with Discovery Life and Discovery Invest is essential.
• Knowledge of life insurance, investments, retirement products, FAIS and FICA.
• Strong communication, organisational and computer skills.
• Xplan experience and RE5 will be advantageous.

Responsibilities

• Process new business applications, policy amendments, claims, transfers, switches and withdrawals.
• Provide professional client service and liaise with product providers.
• Coordinate client reviews, appointments and adviser diaries.
• Maintain accurate CRM records, client documentation and compliance files.
• Monitor outstanding workflows, follow up requirements and support client retention.
• Identify potential client needs and refer opportunities to Financial Advisers.

Skills

Xplan experience

RE5 knowledge

Communication skills

Organisational skills

Computer skills

Client servicing

Education

Matric

Tools

Xplan

Job description

Key Responsibilities

• Process new business applications, policy amendments, claims, transfers, switches and withdrawals.


• Provide professional client service and liaise with product providers.


• Coordinate client reviews, appointments and adviser diaries.


• Maintain accurate CRM records, client documentation and compliance files.


• Monitor outstanding workflows, follow up requirements and support client retention.


• Identify potential client needs and refer opportunities to Financial Advisers.

Job Experience and Skills Required

• Matric.


• 2–3 years’ experience in financial planning, insurance, investments or wealth management.


• Previous Financial Adviser support experience is essential.


• Experience processing new business and client servicing.


• Experience with Discovery Life and Discovery Invest is essential.


• Knowledge of life insurance, investments, retirement products, FAIS and FICA.


• Strong communication, organisational and computer skills.


• Xplan experience and RE5 will be advantageous.