Key Responsibilities:

• Business Processing: Handle new and existing business, including investments, risk business, medical aid, trusts, and estates.
• Client Interaction: Monitor client reviews, requests, and new business activities while maintaining strong communication with clients.
• Diary Management: Effectively manage the broker’s diary and ensure all meetings and appointments are scheduled in a timely manner.
• Client Liaison: Provide ongoing support and liaison between clients, advisers, and relevant service providers.

Core Competencies & Personal Skills:

• Self-management: Ability to work independently and manage tasks effectively with minimal supervision.
• Self-starter: Strong initiative to think creatively and drive tasks forward to completion.
• Attention to Detail: Precision and thoroughness in managing client information and tasks.
• Problem-solving: Capable of identifying challenges and finding practical solutions.
• Client-focused: A proactive approach to serving clients and delivering excellent service.
• Professionalism: Strong verbal and written communication skills, with the ability to interact with clients and colleagues in a professional manner.
• Punctuality & Productivity: Ability to meet deadlines while maintaining quality and efficiency in all work.
• Bilingual: Fluent in both Afrikaans and English (reading, writing, and speaking).
• Legislative Compliance: Knowledge of and adherence to relevant legislation such as FICA, FAIS, FATCA, POPIA, TCF, etc.

Essential Knowledge & Skills:

• Microsoft Office: Strong skills in Outlook, Excel, and Word.
• CRM Systems: Extensive experience using CRM platforms such as @Work, Workpool, Elite Wealth, or XPlan.
• Financial Industry Knowledge: A solid understanding of financial services, insurance, and investment industries.
• Investment Platforms: Familiarity with platforms like Ninety-One, Allan Gray, or Glacier.
• Life Insurance Platforms: Experience with platforms like Discovery, Momentum, or Sanlam.