FS4P Administrator

PPS

Job Description,

The Office Administrator is primarily responsible for supporting the application process of advisers joining FS4P. An additional responsibility is the support of the application for subcodes and other incidental activities for the running of the business. The Office Administrator is required to have excellent interactive, service, secretarial and administrative skills.

Requirements,

Qualification

Matric

Experience

Five years in the financial services industry
Experience in a professional environment.
Understanding of industry culture, products and services.

Duties and Responsibilities,

Management of CPD points system
To assist the office with administrative tasks
Assisting management with daily operations of FS4P
Assisting advisers with various sub-codes,?letters ( LOA) and queries.? Section 20 letters for resignations
Assist with any other tasks and queries that may arise at the office
Keep list of supervisors/supervisees up to date.
Smooth running of the FS4P office in Lynnwood
Timely contracting, ProfileME, Supervision agreement and advisor register. Tax directive.? Keep prospecting list
Dashboard and suppliers analysis
Effective handling of any situation outside above KPAs