Senior Client Financial Administrator/ Manager - neg

Wednesday, 20 May, 2020
Desmaine     0720466599
Our client in Paarl, a UK based company is urgently looking for a Senior Client Financial Administrator / Manager to work from home.

To assist financial advisors with administrative services in their investment practice based in the UK and South Africa.
Take responsibility for the delivery of professional end-to-end customer services.
Maintain and enhance client and team relationships.
The ideal candidate should be someone with a growth mind-set, act professional and have meticulous attention to detail. The person should also be naturally process orientated, and have managed a team of people in a previous role.

Proficient in spoken English and at least one other language
Excellent written English is required and report-writing skills is a necessity
Proven track record in dealing with clients and team management
Financial Services Industry work experience
Minimums entry-level qualification equivalent to Grade 12 / NQF4 qualification

Financial Services Legislation: Knowledge of regulatory requirements, e.g. FICA, AML, and POPI and financial services industry environment.

Process and execute financial advisor and client instructions whilst adhering to operational processes and minimising operational errors (including new client business submissions, pension investment transfers and monthly fund switches)
Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness and compliance with relevant legislation.
Confirm and communicate all processed instructions to clients and financial advisers
Ensure client interactions are handled timely, courteous and in a professional manner with comprehensive and quality responses.
Arrange annual client meetings and review client portfolio summaries prepared for meetings.
Understand products and services offered by the business. Analyse monthly fund performances.
Engage and manage other staff engagement with investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information as required.
Conduct annual due diligence reviews on platform and complete annual re-balancing of fund portfolios.
Responsible for insurance renewals.
Maintain and update operations manual and relevant company policies.
Co-ordinate, prepare and assist with SA and UK Compliance audits.
Manage database with adequate, complete, valid and necessary records.
Manage team of administrators.

Salary: Negotiable depending on experience.

Please forward your CV, references and salary expectations to