Job Description
Role Overview
The Financial Planning Partner Assistant provides essential administrative, operational, and client service support to Financial Planning Partners. In this role, you will act as the primary liaison between the practice, product providers, and the regional office to ensure a seamless client experience.
Key Responsibilities
- Client Relationship Management: Act as the first point of contact for clients and manage the implementation of the defined client service experience.
- New Business & Transitions: Oversee the submission and monitoring of new business applications, intermediary appointments, and client transfer transactions.
- Administrative Oversight: Take full responsibility for practice administrative processes, including FICA/AML compliance checks and maintaining accurate client files.
- Financial & Commission Tracking: Monitor commission statements, manage suspense accounts, and escalate fee-related queries with product providers.
- System Management: Utilize Xplan extensively for data capturing, diary management, and task tracking to ensure all records are up to date and accurate.
- Reporting & Reviews: Prepare comprehensive client portfolio reports and consolidated review documentation using NAV, Astute, and other provider platforms.
- Practice Support: Assist with the organization of client events and provide general office management support, including facilities and stationery management.
Requirements
- Experience: 2–3 years of experience within the financial services industry is highly advantageous.
- Education: Relevant tertiary education or related industry courses.
- Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint is essential.
- Systems Knowledge: Previous experience with Xplan and Astute is required.
- Industry Knowledge: A solid understanding of FAIS and FICA legislation.
Attributes
- Meticulous Attention to Detail: Methodical and accurate in handling complex administrative tasks.
- Proactive & Resourceful: An initiative-taking individual who can prioritize effectively and meet deadlines under pressure.
- Strong Communication: Excellent verbal and written communication skills with a professional presence.
- Collaborative: A reliable team player who enjoys working in a regional, multi-contributor environment.
- Problem Solver: Ability to use critical thinking to interpret data and apply creative solutions to client needs.
Remuneration
R22 000 – R25 000
***Only shortlisted candidates will be contacted***
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Clerical Insurance Jobs in Gauteng
In the Gauteng region of South Africa, Clerical Insurance positions are generally found within various industries, including those involved in financial services, technology, and other sectors where insurance-related functions are commonly required. Typically, these roles involve administrative tasks such as data entry, policy administration, and customer service, with an emphasis on ensuring accurate and timely processing of claims and policy information.
The salary range for Clerical Insurance positions in Gauteng can vary widely depending on factors such as experience, company size, and industry sector. Generally, salaries tend to be higher in larger corporations and those operating within the financial services sector. Typically, Clerical Insurance roles offer a broad salary range, with common estimates ranging from R400 000 to R800 000 per annum for entry-level positions. However, it’s essential to note that actual salaries can vary significantly depending on individual circumstances.
Common skills required for Clerical Insurance roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, and ability to work accurately under pressure. Other important skills often include basic knowledge of insurance principles, experience with claims processing software, and the ability to maintain confidentiality when handling sensitive information. In some cases, working knowledge of accounting or bookkeeping principles may also be beneficial.
Clerical Insurance roles can be found in various industries, including financial services sector, technology industry, manufacturing sector, and more. The common thread among these sectors is often a need for efficient and accurate processing of claims and policy information. Within the financial services sector, Clerical Insurance roles may focus on policy administration, claims handling, or customer service, while in the technology industry, roles may involve data analysis, risk assessment, or compliance.
For those interested in pursuing a career as a Clerical Insurance professional, opportunities for career development exist within these industries. Typically, career progression paths include moving from entry-level positions to senior administrative roles, gaining experience and developing advanced skills such as risk management or policy development. With time and experience, professionals in this field may also be eligible for leadership positions or specialized roles that focus on compliance, quality assurance, or training and development.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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