Telesure Investment Holdings (TIH)
Financial Advisor Assistant
Company: Telesure Investment Holdings (TIH)
Location: Gauteng
Job Type: Full Time
About the Company
Telesure Investment Holdings (TIH) is the parent company of some of South Africa’s leading financial institutions. We provide a variety of products and services, including short-term and long-term insurance, health insurance, and investment platforms.
Role Purpose
As a Financial Advisor Assistant, you will support the advisory team by managing administrative tasks, researching financial products, and maintaining strong relationships with our clients.
Key Responsibilities
- Research and Recommendations: Compare financial products and analyze insurance options to help create the best proposals for clients.
- Document Preparation: Create and update reports, presentations, and other documents using Microsoft Office.
- Administrative Support: Maintain databases and departmental systems to ensure the Employee Benefits team operates smoothly.
- Customer Relationship Management: Communicate with customers via phone and email to build new relationships and support existing ones.
- Account Management: Assist with daily tasks on client accounts and help resolve complex customer inquiries.
- Data Management: Keep the CRM system updated with accurate client information and schedule follow-up actions.
- Compliance: Ensure all work follows company policies and financial industry regulations.
- Performance: Meet specific targets regarding talk time, sales, and service quality.
Requirements
Education and Certifications:
- Grade 12 / Matric (Essential).
- 120 FAIS Credits (NQF5) in Wealth Management (Essential).
- RE5 Certification (Essential).
- Class of Business (COB) qualification (Essential).
- NQF6 in Wealth Management, CFP, or a Finance-related degree (Advantageous).
Experience:
- 2 to 3 years of experience as a Paraplanner or Advice Assistant (Essential).
- 1 to 2 years of experience in client-facing customer service or business development (Essential).
- Experience in the health or medical aid industry (Advantageous).
Skills and Competencies
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Strong research and analytical skills.
- Excellent verbal and written communication.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- A commitment to continuous learning and staying updated on industry trends.
How to Apply
If you meet the requirements and are interested in this position, please submit your application through the official TIH careers portal.