Broker Assistant and Paraplanner

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

To provide quality and compliant quotes, proposals and Records of Advice for
Financial Planners, ensuring the content of the plan is relevant, valuable and
appropriate for the client.

Must be competent in product structures, financial
advice strategies and industry regulations, and be well-informed on products and services available in the market.

Responsibilities

Document Preparation

Prepare moderately complex documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarising data for reports.

Research

Researching existing and potential replacement products to prepare the most
appropriate recommendations for the client in an advice document or proposal, such as: Product comparisons, insurance analysis and quoting, contacting funds for information, identifying product, fee and service offering differences. Obtaining relevant client information from various sources.

Administration

Produce, update and provide best practice support on a wide range of MS
documents, databases and other departmental systems to support the work of
more senior colleagues. Provide administrative support in general, if required to the Employee Benefits team

Customer Relationship Development

Make calls (by telephone, in person and email correspondence) to allocated
customers to develop new relationships and maintain existing ones.

Account Management

Provide day-to-day support on both new and existing accounts to perform
prescribed and non-routine account management activities. Help the account
management team respond to more complex customer enquiries.

Product Planning

Contribute data and information to production plans. Run reports, check
accuracy, and distribute information.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the customer
relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Operational Compliance

Develop knowledge and understanding of the organisation's policies and
procedures and of relevant regulatory codes and codes of conduct to ensure
own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.

Product/Service Information

Provide advanced product/service information and respond to basic customer
questions about the product/service.

Performance Management

Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Achieve talk time targets, effectiveness targets and sales targets.

Personal Capability Building

Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching.

Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, and reading specialist media.

BEHAVIORAL COMPETENCIES
Drives Results

Consistently achieves results, even under tough circumstances. For example,
regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions.

Shows great tenacity to complete goals/initiatives in a timely way.
Instills Trust Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner.

Maintains high ethical standards and professional codes of conduct.

Manages Complexity

Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, quickly determines the most critical data and focuses analysis there; recognizes even subtle symptoms that indicate problems; probes deeply for root causes; uses systematic problem-solving methods. well.

Customer Focus

Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.

Being Resilient

Rebounds from setbacks and adversity when facing difficult situations. For
example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.

Interpersonal Savvy

Relates openly and comfortably with diverse groups of people. For example,
recognizes even subtle social cues and nimbly responds to others' needs and
preferences. Helps to defuse difficult interpersonal situations by showing high
levels of tact, sensitivity, and consideration. Builds rapport with ease.

Communicates Effectively

Develops and delivers multi-mode communications that convey a clear
understanding of the unique needs of different audiences. For example, listens
attentively and takes an interest. Keeps others well informed; conveys
information clearly, concisely, and professionally when speaking or writing.

Ensures Accountability

Holds self and others accountable to meet commitments. For example, tracks
performance and strives to remain effective, learning from both successes and
failures. Readily takes on challenges or difficult tasks and has reputation for
delivering on commitments.

Ensures Accountability

Holds self and others accountable to meet commitments. For example, tracks
performance and strives to remain effective, learning from both successes and
failures. Readily takes on challenges or difficult tasks and has reputation for
delivering on commitments.

Action Oriented

Takes on new opportunities and tough challenges with a sense of urgency, high
energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently, but knows when to ask for help.
Develops and delivers multi-mode communications that convey a clear

Manages Conflict

Handles conflict situations effectively, with a minimum of noise. For example,
takes a positive approach to conflicts; helps dispel tension; seeks guidance and feedback on managing conflict; delivers controversial viewpoints candidly and sensitively; does not take arguments personally. understanding of the unique needs of different audiences.

For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

Collaborates
Builds partnerships and works collaboratively with others to meet shared
objectives. For example, finds many ways to add value to the team; probes to
draw out richer input from others; is a valued resource who goes out of the way
to help others.

Business Insight
Applies knowledge of business and the marketplace to advance the
organization's goals. For example, shows considerable business insight, beyond the fundamentals. Asks probing questions and draws on a variety of sources to gain insight and to explore business drivers or industry trends.

Education

Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)

Experience

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.