Financial Adviser Assistant

About the position

Assitatnant 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-structure 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 for 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 Liason
• Problem Solving
• Good time management
• Discovery
• paraplanning
• Broker assistant

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree

About The Employer:

FSP