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  • Posted: Aug 30, 2025
    Deadline: Sep 30, 2025
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  • Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts. Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
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    Investment Service Consultant | Retail Client Services (8479)

    Description

    • The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. .

    Purpose of the role

    • Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.
    • Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.

    Job Responsibilities

    • Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
    • Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
    • Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
    • Take end-to-end ownership of transactions and ensure accurate record-keeping.
    • Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

    Skills and Competencies

    • This role is suited to individuals who are highly performance driven and seek new challenges.
    • A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
    • The role requires high adaptability, vigour and agility.
    • Our consultants need to be empathetic and client focused.  
    • Strong verbal and written communication skills are essential.
    • The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
    • A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
    • Consistently strong academic record. 

    Qualifications

    • A bachelor's degree in Commerce or Business Science, specialising in (but not limited to) Finance, Economics, Statistics or Business Management.

    Closing Date

    • 30 September 2025

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    Test Analyst III (CPT Based) | Fixed Term Contract (8379)

    Job Summary

    • We are looking for a self-motivated individual to join the Institutional IT team as a test analyst in delivering quality software that will create an exceptional user experience for our end-users. 
    • Allan Gray Institutional IT team consists of appr. 65 members, covering a range of skills and responsibilities including Domain Owners, Development Manager, Architect, Business Analysts, Developers (.NET and SQL) and IT Operations. The team operates with four business-aligned domains (Front Office, Middle Office, Fund Operations and Client Servicing). Additionally, the Tech domain and IT Operations teams support the business-aligned domains.
    • What you can expect: You will be performing functional and regression testing as well as resolving production defects. 

    Please note: This is a Cape Town based role and you will be required to be in office for a minimum of 3 days / week, with a Monday and Thursday as compulsory.

    Job Responsibilities

    • Extracting test requirements for user stories,
    • Designing and creating test cases,
    • Estimating effort for testing tasks,
    • Manual testing of applications, which includes front-end, system integration, regression, and end-to-end as well as exploratory testing,
    • Managing and maintaining manual regression test suites,
    • Product risk mitigation, thereby limiting defects in production,
    • Collaborating closely with developers and business analysts in identifying, logging, and verifying defects in a defect tracking system,
    • Collaborating with other teams in INST IT for integration testing.
    • Assist in production support issues and queries.
    • Liaise with IT Ops and other Domains for support to resolve or assist with fixes.
    • Continuous improvement initiatives specifically with regard to quality and performance

    Skills and Experience Required

    • Attention to detail,
    • Data analysis and reporting skills,
    • Good verbal, written and interpersonal communication skills,

    Ability to  

    • Manage own time and get tasks done,
    • Grasp concepts and understand the systems being tested,
    • Deal with complexity,
    • Deal with high variability of work and context switching,
    • Be comfortable with a fair amount of unpredictability in daily tasks.
    • Resolve issues and overcome obstacles
    • Able to engage with others to gather information

    Education

    • 5 years test experience 
    • Basic SQL skills
    • Relevant Business/ Commerce/ IT degree. 
    • Testing fundamentals training / Test certification would be advantageous.
    • Exposure to Agile methodologies (e.g. SCRUM) would be advantageous

    Method of Application

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