Harvard House Group is founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

We are currently looking for a financially astute, graduate who is hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients who are seeking the Group’s expertise.

This is a salaried role with incentives, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development. This includes the ability to network, generate your own leads and referrals, engage with prospective clients from leads generated by the marketing team and various departments, onboard and retain existing clients.

If you have a financial background, a passion for helping people, identify with our Values and Mission Statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job Description:

1. To establish and maintain long term relationships with clients providing comprehensive financial solutions according to client needs.
2. Build and manage a book of both existing and referred clients.
3. Perform annual reviews and handle client queries.
4. Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.
5. Prepare Investment Proposals, meet with prospective clients and present a financial plan.
6. Perform all necessary administrative duties associated with the above.
7. Continuously broaden your knowledge base and to keep up to date technically by researching current trends.
8. Be part of a team dynamic that strives for excellent customer service, sound and practical advice.
9. Grow economic, financial, legal, technical and tax knowledge to assess and advise portfolio clients on a broad range of financial issues and solutions.
10. Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified Financial Planner (CFP) under-graduate Diploma in Financial Planning.

Requirements:

1. An undergraduate Degree, preferably with a Financial bias.
2. Financial acumen.
3. Good working knowledge of Word, Excel and Outlook.
4. Good people skills, attention to detail and good time management abilities.
5. Good written and verbal communication skills.
6. Good problem-solving skills and the ability to work independently.
7. A hunger to learn and grow professionally facilitated through a formal Mentorship Progra

Take this opportunity to join our 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
12. Attend Client meetings when required with the Financial Consultants
13. Upload FAIS documents and ensure compliance regulations are adhered to
14. Upload all relevant client documents
15. Processing of client instructions and any related changes
16. Play an active role in maintaining and improving efficiencies between Consultants and Investment Administration Department.

Requirements

1. Matric with a minimum of 3 years administrative experience with client facing exposure.
2. Industry related experience and passed Regulatory Exam would be an added advantage.
3. Passed Regulatory Exam is required for further career progression.

Skills and competencies required:

1. Good admin skills
2. Planning and organizing
3. Adaptable and flexible
4. Good knowledge of Excel and Word
5. Analytical and problem-solving skills
6. Good communication and interpersonal skills
7. Ability to team with all members of staff
8. Attention to detail

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