Job Description

Job purposeThis is a specialised role that offers the opportunity to join a highly respected client services team in Financial Services. If you want to combine your specialist writing skills, your strong product knowledge and strength to work with numbers and data, then this role is ideal for you. You will become a member of our team that plans, drafts and distributes quality client-facing documentation in line with the agreed practise in the relevant team. This includes the compilation and writing of new client facing documentation in line with product rules, processes, regulations and TCF guidelines, such as plain language. The role includes the writing of ad hoc client facing letters with the support of mail merge tools, quality data management and testing of batch generated letters and statements.Key outcomesThe following outcomes will be expected to be achieved for this specialised role:

• Do the day-to-day management & distribution of the employer's electronic communication to clients and intermediaries
• To take verbal briefs and synthesize it into clear, easy to understand communication & documentation
• Create new documents such as policy contracts and member guides from scratch in a team environment and apply specialised process, product and regulatory knowledge
• Ensure a quality, consistent and holistic approach to documentation changes by applying systems, process knowledge and regulatory requirements such as plain language (TCF)
• To research and keep abreast with communication techniques and apply it
• Prioritise and deliver on various projects simultaneously
• Influence the outcome of documents in projects considering client experience to ensure quality communication design
• Proofread, translate and edit documents as required by the business
• Responsible for user acceptance testing and providing input in compiling testing matrixes
• Responsible for input into and sign-off of client statements after UAT
• Do quality assurance on team members work & coach for improvement

Qualifications and experience

• A relevant financial degree or degree in document design or communication
• At least 3 years experience in a Lisp or Life Insurance environment where the drafting of documents and project involvement was required

The following will be to your advantage:

• Excel & MS Word skills
• Creative writing skills
• Specialist knowledge in Lisp or Life insurance product range & processes

Competencies

• Exceptional communication skills, written and verbal, in Afrikaans and English
• Ability to write in plain language
• In-depth knowledge of financial services and investment products
• Excellent planning, prioritising and organisational skills
• High attention to detail, analytical thinking and problem-solving skills
• Exceptional Client Service Orientation
• Relationship building skills - ability to communicate on all levels
• Ability to work under pressure and deliver on deadlines

Attributes

• Positive, enthusiastic attitude
• Honesty, integrity and respect
• Ability to co-operate and thrive both within an independent and team environment

CF Consulting