IFA Distribution Support Specialist

Momentum; Pretoria; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Momentum, a financial services provider, seeks a Distribution Support Administrator to support IFAs and practice staff. The role emphasizes end-to-end processing, compliance adherence, and professional presentation of quotes and documents to uphold an advice-led approach.

Applicants should have Matric, relevant NQF qualifications, and substantial experience in financial services administration. Knowledge of Power BI and related reporting will be advantageous.

Qualifications

• Matric or Grade 12 is essential.
• NQF 6 or NQF 7 in Office Administration, Business Management or Finance is advantageous.

Responsibilities

• Demonstrate understanding of end-to-end processes for various product lines.
• Ensure new business process is handled end-to-end with minimal revisions.
• Process application forms and engage with Financial Advisors/Practice staff promptly.

Education

Matric or Grade 12

NQF 6 or NQF 7 in Office Administration, Business Management, Finance

Tools

Power BI

Job description

Momentum, a financial services provider, seeks a Distribution Support Administrator to support IFAs and practice staff. The role emphasizes end-to-end processing, compliance adherence, and professional presentation of quotes and documents to uphold an advice-led approach.

Applicants should have Matric, relevant NQF qualifications, and substantial experience in financial services administration. Knowledge of Power BI and related reporting will be advantageous.