Job Description

Key Purpose

Is to provide support to the Operations team as well as manage admin functions within division.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and

receptionist for walk in clients

• To assist the Sales Manager with insights and trend analyses

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.