Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Duties and Responsibilities

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic.