• Matric
• RE5 or RE1
• NQF 5 or NQF 6 in financial services provider
• Based in Pretoria 
• Experience in Long-term insurance or Investments

Duties and Responsibilities:
Individual should have experience with the following:

• Client onboarding
• Information retrieval and processing, Data Entry and Record-Keeping
• Regulatory Compliance

1. Risk Rating
2. Verification
3. Client file compilation

• Continuous client management, meeting coordination, diary management.
• General administrative support to Financial Advisors and Executives:

1. Filing of documents
2. File compilations
3. Shredding of documents
4. Rind-binding documents

• New Business Submissions
• Claims: Short-term Insurance claims, Long-term Insurance claims.
• Death Claims: Long-term Insurance and Investment.
• Withdrawals of Investment products: Full, partial, two-pot withdrawals.
• Transfers: Section 14 Transfers, Section 37 Transfers.
• Drafting and maintaining reports.
• Drafting and maintaining registers: New Business, Prospective Clients, Reversals, Not Proceeded.

Beneficial Experiences:

• Short-term Insurance/ Long-term Insurance/ Investments
• Business Assurance- Exposure to Buy and Sell Agreements
• Exposure to Wills, Testaments and Estates

Beneficial Technical Experiences:

• • CommSpace
  • Iress- XPlan
  • Astute
  • Ninety One Investment Platform
  • Liberty Blueprint
  • Discovery Advisor360 / Discovery DIT
  • PPS PRO-Fit
  • Momentum Via
  • Hollard Lifezone