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
- National Senior Certificate
Salary starting R 15 000 00 per month.
- Salary Package Offered Up to R299,999.99
- Name Hailey
- Surname Allen
- Company Name Corvest Corporation
- Phone Number 0215690780
- Alternative Number 0215690780
- Email Address firstname.lastname@example.org
- Registered Entity Type PTY Limited
- Sector Financial
- Vacancy Title Service Consultant | Century City, Cape Town | Ref: GMI20210223-01
- Vacancy Type Permanent
- Vacancy Reference GMI20210223-01
- Employment Equity EE/AA