Service Consultant | Century City, Cape Town | Ref: GI20210225-11

OVERVIEW

The purpose of the Service Consultant role is to:

Provide administrative support to all advisors in our clients Cape Town office (Century City) and implement all client service-related processes within their investment firm. To assist with administrative support in other offices as need arise.

ROLES AND RESPONSABILITIES  

  • Draw investments and risk quotes
  • Preparing new business files for advisors – applications
  • Submit new business and manage all related processes
  • Manage existing business queries – and keep advisor and client updated
  • Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files
  • Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
  • Manage Financial Advisors diary
  • Ensure all compliance documents are received and stored
  • Perform general administration duties on all product lines offered to clients
  • Liaise with product providers (call center agents, consultants and marketing support), clients and
    suppliers in the execution of your duties
  • Assist in preparing for quarterly and annual compliance audits
  • Office administration: work closely with the Operations Manager to ensure that the office is suitable for optimal functioning
  • Assist with all marketing initiatives

SKILLS AND ATTRIBUTES 

  • Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
  • Taking initiative
  • Attention to detail
  • Organising work smartly
  • Professional and presentable
  • Own transport (access to reliable transport to and from Century City – Cape Town)
  • Perform under pressure
  • Team player
  • Good written and verbal communication skills

REQUIRED KNOWLEDGE AND SKILLS

  • Good computer literacy
  • Minimum 5 years experience as a Service Consultant in the Financial Planning Industry
  • Experience in use of X-Plan / Avalon or other industry related tool would be an advantage

QUALIFICATIONS 

  • National senior certificate 

*** Basic (R15 000 00) depending on experience and competencies 

More Information

Only candidates with package can apply for this job.
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