Take this opportunity to join our vibrant and caring team where teamwork and customer focus is a priority. Our team subscribes to and lives the Harvard House values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. If you have a passion for helping people and subscribe to our values, then please apply. This role is suitable for individuals with strong admin skills and allows the opportunity to pursue a career towards becoming a Financial Consultant within the Financial Services industry.

The role entails the following:

1. Schedule meetings with clients on behalf of and in conjunction with Financial Consultant
2. Engage with new clients to process paperwork, repopulation of forms, conduct compliance checks, obtain clients signature and process of all documentation
3. Load all client contact/meetings as contacts by effective use of CRM (Marble)
4. Obtain policy information from companies
5. Attend to and resolve simple client queries
6. Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
7. Assist Financial Consultants with all aspects of administration, attend to outstanding requirements from clients and signing of documents
8. Set tasks for processing and initiate necessary follow ups with allocated Administrators
9. Check all documents for correctness upon receipt for client signature
10. Prepare Review documents, draft Review Letters and send to clients, on behalf of Consultants
11. Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement

Please only apply if you have the relevant qualification and experience. Only suitable candidates will be contacted.