Service Consultant | Century City, Cape Town | Ref: GMI20210223-01

OVERVIEW:

The purpose of the Service Consultant role is to:

Provide administrative support to all advisors in the Cape Town office and implement all client
service-related processes within our clients 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 EXPERIENCE:

• 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

REQUIRED QUALIFICATIONS:

• National Senior Certificate 

Salary starting R 15 000 00 per month.