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  • Posted: Jan 13, 2022
    Deadline: Not specified
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  • 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...
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    Advisor Liaison Consultant

    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

    Method of Application

    Interested and qualified? Go to Ninety One on externalcareers.ninetyone.com to apply

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