Vacancy Details
Employer: FHH Consultants (Pty) Ltd
- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;
- Capturing, processing and following up on applications (also checking that applications are completed correctly), servicing and any other requirements;
- Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing;
- Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;
- Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA’s are attached to X-plan on a daily basis;
- Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation;
- Obtaining Client Authorities for preparing portfolio’s via Astute, act Finding , checking them as well as uploading quotations prior to Financial Advisor/s meeting with the client;
- Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients;
- Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client;
- In house servicing – upgrade’s and downgrades
- Ensuring that new business is processed timeously and that any outstanding quotations are followed up on – pipe and new business must be followed up daily;
- Dealing with queries, difficult clients and complex queries that may be received by the
- Advisor/s and the Financial Planning Practice;
- Interact with Clients Diligently and Fairly;
- Striving to assist your broker/s in achieving and exceeding sales targets;
- Contacting clients for beneficiary changes / Wills /arrear premiums /replacements / broker Changes / lapses / cancellations and ensuring that we try to save this business;
- Liaise with broker consultants and Insurance Companies;
- Sending out communication and liaising with clients to keep them updated;
- Following up on leads and campaigns;
- Check the database for possible new business and ensure that details on system are up to date and correct;
- Contacting clients for counter-offer letters and declines;
- General administration and in-house servicing/new business; and
- Must attend all training sessions and further, the candidate is required to complete and pass the FICA assessment.
- Assisting clients in going from blue to gold on Vitality.
- Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc
- Changes to Buy and Sells and ensuring they are updated annually
Candidate Requirements
- Grade 12
- MUST have a drivers license and own reliable vehicle
- Two years experience working with Life and Investment products
- Sound knowledge of Insurance
- Experience on the X-Plan insurance package would be highly beneficial
- Word, Excel and Outlook is a must
- Discovery Life Insurance/Invest experience highly beneficial
14 people have applied for this job. 445 people have viewed this job.
About FHH Consultants (Pty) Ltd
FHH Consultants (Pty) Ltd are the matchmaker between clients who are looking for high calibre staff, and job seekers looking for that growth opportunity
FHH Consultants (Pty) Ltd strives to be the recruiter of choice for our clients by building strong, lasting relationships. We believe that recruitment is about engaging in possibilities.
We have an established database of candidates in all disciplines for temporary, contract and permanent positions. This database is updated on a continuous basis to ensure all candidates are still active and available and that all employment records are up to date.
FHH Consultants (Pty) Ltd utilises various publications and electronic media to expand candidate searches, we also advertise in local and national media should the need arise. FHH Consultants (Pty) Ltd also “headhunts” based on clients’ specific requirements, thus ensuring that we can provide the best possible candidates in the shortest possible time.
All candidates are comprehensively reference checked, all qualifications are verified and ITC and criminal checks are performed where necessary.
We deliver high levels of service at a rate that is very competitive. We provide staffing solutions for companies ranging from SMEs to Major Corporations, specialising in recruiting for vacancies such as Top and Middle Management, Customer Service, Administration, Sales, IT, Insurance, Marketing, Accounting, Events Management, Call Centre, Logistics, Pharmaceutical, Technical, Human Resources and Blue Collar.
Our ethos is to listen to our clients needs and provide appropriate solutions. Honesty and integrity are key elements of service.
Our mission is to exceed expectations by offering specialised recruitment and human resources services that will harness the full spectrum of the human potential.
With many years experience in recruitment, we have in-depth knowledge in many disciplines. This equips us with an understanding of the environmental requirements necessary to respond promptly to your needs, without compromising on quality, in order to identify and secure the best candidates in the market.
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