Financial Adviser Assistant

About the position

Roles & Responsibilities - Senior Broker Assistant
The ideal candidate for the role should have an administrative background in Discovery brokerages and possess strong written and verbal communication skills. Key qualities include:

• Proactive approach to assist advisers with client meetings.
• Ability to anticipate needs and organize necessary materials.
• Attention to detail for managing multiple administrative tasks.
• Strong relationship-building skills with clients, serving as a point of contact.
• Familiarity with industry-specific software to enhance efficiency.
• Enthusiasm for continuous learning and staying updated on brokerage trends.
• A positive attitude and collaborative spirit to contribute to team success and client satisfaction.

Requirements:

• 3-5 Years Discovery Financial Planning administration
• Own reliable transport
• NQF 5+ industry-related qualification (preferable)
• RE 5 (preferable)

Duties include but are not limited to:
Diary Management

• Maintain up-to-date broker feedback.

New Business

• Review new business documents prior to submission to QA for approval.
• Submit documents to DCS.
• Ensure all processes adhere to SLA.
• Follow up on bookings.
• Drive all new business to be issued within the submission month.

Servicing

• Review servicing documents before submitting to QA for approval.
• Submit documents to DCS.
• Ensure all processes adhere to SLA.
• Follow up on bookings.
• Drive all servicing to be issued within the submission month.

CRM (Customer Relationship Management)

• Oversee the junior assistant in data capturing.

Pipeline

• Compile a pipeline schedule for submission to management every Friday.
• Follow up on the pipeline daily.

Marketing Campaigns

• Drive new business generation.

Compliance

• Manage Smart Compliance.

Team Management

• Supervise the junior administrative assistant.

Desired Skills:

• Administration
• Financial Planning
• Financial Advisor
• Broker assistant
• Discovery
• Paraplanning
• Client Relationship Management

Desired Work Experience:

• 2 to 5 years

About The Employer:

Senior Discovery Broker

Employer & Job Benefits:

• Incentive Bonus