PPS
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
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