Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternat...
Job Overview
The role will entail the servicing of a broad Independent Financial Advisor network, within a specific region. Servicing will entail incoming phone calls, outbound phone calls as well as e-mail correspondence. As a servicing agent the role will require the successful candidate to be equipped to liaise with internal and external vendors or service providers in order to provide the necessary level of service required. An example of this would be Silica as the outsourced administration partner.
The successful candidate’s relationship building skills with internal colleagues and external parties will be key. The Advisor Liaison Consultant role requires a good understanding of the products we offer as well as the basic processes aligned to these products. We are a Linked Investment Service Provider (LISP) and therefore the role requires a specific product type knowledge in addition to some legislative knowledge around these products which will assist the successful candidate as a servicing agent.
Key Responsibilities
Manage flow of work items (Instructions, queries, requests)
Resolve rejections via email or telephonic
Manage exceptions of internal and external stakeholder
Log and resolve queries. Be able to give feedback on relevant queries as and when needed.
Manage all inbound calls from IFA’s, their assistants and our administration office
Work collaboratively with IFA’s and all relevant stakeholders
Submit, track and give feedback on any instructions to Advisors and Advisor Assistants
Maintain agreed upon turnaround times on all administrative tasks
Attend regular team meetings
Understand the changing servicing needs of Advisors
Be able to build strong relationships with internal and external stakeholders.
Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants
Candidate Requirements
Technical Knowledge and Experience:
Minimum 3 – 5 years relevant industry experience
A business focused degree
RPE/CFA/CFP will be advantageous
Matric qualification having passed both core mathematics and English
Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
Excellent understanding and navigation of IAM systems
Proficient in Microsoft Office Package
Excellent business writing skills
Business Afrikaans (reading, writing and speaking) will be an advantage
Personal Attributes:
Able to work in a high pressurised environment
Able to deal with high volumes of queries and deliver in a quick turnaround time
Strong client service ethic
Able to use initiative at all times
Tenacity
Problem Solving
Strong Communication Skills - possesses a comfort and ease on the telephone
Excellent inter-personal skills – ability to listen to others
Takes accountability for work
Common sense – ability to think on feet and find the answers
Shows pride in work, self-motivated and energy to do the job well Team Player
Risk Aware
Ability to adapt to change
Self-motivated with an ability to inspire others
Self-confident and assertive
Attention to Detail
Consistent in high quality output
Decision Making Ability
Time management skills - able to handle pressure, multitask, organize and prioritise
Resilience
Conflict Handling
Risk and Compliance Responsibilities
Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.
Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
Ensuring that firm and client data and property, including IT data, are properly protected
Reporting any possible and actual breaches, errors, complaints or conduct issues.
Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse
Build your CV for free. Download in different templates.
Join our happy subscribers