Job Description

Job Advert Summary

This role is responsible for the complete validation of client instructions and requests. The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.

Minimum Requirements

1. Relevant supporting tertiary qualification is a pre-requisite.



2. A minimum of 5 years' experience in an administration environment within financial services / LISP / Asset Management environment would be an advantage.



3. MS Office - intermediate level of MS Word & Excel.



4. Sales Logix or another comparable CRM application is an advantage

Ideal competencies & attributes:

Technical knowledge

Attention to detail

Planning & organising

Communication skills

Client centricity

Results driven

Team success

Building & maintaining relationships

Resilience

Business acumen

Duties and Responsibilities

Validation for all PPS Investments LISP and Asset Management offering

Processing applications for all product streams

Coordination of Section 14 and 37 transfers

Ensure that each intermediary is licensed to sell our Products

Handling enquiries from client intermediaries and broader distribution force with first time resolution

Maintenance of commission arrangements with intermediaries

Management of documentation iro FICA & FAIS legislation and other regulatory requirements

Ensure our client and intermediaries comply with all regulatory requirements

Update client information on CRM

Management of stakeholder relationships to ensure improved client experience

Ensure all clients instructions are processed timeously and accurately

Follow up on all pending instructions

Ensure our clients comply with the prudent investment guidelines

Manage work allocated to you

Responsible to ensure that all client documentation is stored electronically as per company policy

* Prioritise all work allocated to administration and all client instructions within standard level agreements