Job Openings at Allan Gray Proprietary Limited

Job Description

• Allan Gray Group IT is offering a permanent role as a Desktop support Analyst to join the Cape Town team. The role will contribute to delivering the team purpose of enabling users with the tools to perform their role successfully within Allan Gray. 

Responsibilities

• Onsite support for daily incident resolution and service requests fulfilment.
• Use ISM Tool to complete daily operational tasks in a methodical and timeous manner meeting SLA’s.
• Commissioning and decommissioning of domain and non-domain machines using SCCM in compliance with standard procedures
• Software deployment using SCCM.
• Plan, coordinate and assist with Employee Desk moves
• Be willing to work After Hours due to standby support or project related tasks.
• Document procedures and troubleshooting.
• Audio-visual / video conferencing support

Printer support
Azure Virtual Desktop (AVD) support
Skills Required

• Passionate about technology
• Attention to detail
• Problem solving skills
• Ability to work well under pressure
• Effective communication style
• Methodical approach to work
• Prioritization of Daily tasks based on urgency and impact
• SCCM 
• Office 365 support (Intermediate – Advanced)
• Windows 10/11 (Intermediate – Advanced)
• Smart device support (iPad, iPhone & Android) using Intune Management
• Audio-visual / video conferencing support 

Printer support

• Azure Virtual Desktop (Advantageous)

Experience

• Minimum 5 years desktop support 

Qualification

• Technical Qualifications (Microsoft / CompTIA / SCCM / Azure / AWS) - Advantageous
• Grade 12

go to method of application »

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 thier 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.

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, and webchat.
• 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.

Qualifications

• A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).

go to method of application »

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 thier 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.

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, and webchat.
• 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.

Qualifications

• A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).

go to method of application »

Job Description

The candidate will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the Durban (Kwazulu Natal) region. As a result of their marketing, service delivery and product knowledge be expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities

• To maintain and grow business flows from their designated IFA panels
• To deliver against determined sales targets
• To ensure an understanding by their IFAs of the philosophy and long term goals of Allan Gray
• To manage the distribution and supply of all marketing collateral to IFAs.
• Do presentations to IFA’s and their clients when required to do so, and to take responsibility for the efficient co-ordination of the events
• Arrange and over-see the co-ordination of IFA Presentations (In house/externally) – venues, presentations, marketing material, etc
• Strong marketing and relationship building skills
• To manage and develop existing and new relationships with IFA’s and their support staff.
• To manage and develop existing and new relationships internally with the necessary stakeholders.
• To maintain and grow business flows from their designated IFA panels.
• To deliver against determined production targets.
• To ensure an understanding by their IFA’s of the philosophy and long term goals of Allan Gray and to promote Allan Gray, all the products and services offered.
• To ensure that the IFA and support staff is aware of and well versed in all Allan’s systems and processes and to provide ongoing training them.
• Do presentations to IFA’s and their clients when required to do so and to take responsibility for the efficient co-ordination of events and functions.  This includes arranging / overseeing the coordination of the IFA presentations. In-house and externally. Venues, presentations, marketing material etc.
• To ensure the highest standard of service excellence for all Allan Gray financial advisors and clients.
• To identify trends in the industry and to gather competitor intelligence and to take steps to ensure threats are countered and opportunities are exploited.
• To understand your own SWOT and that of your IFA’s and how to utilize this information to add value for the best possible outcome. 

Requirements

• Ideally the successful candidate for this role should have experience in client service or distribution within the financial services industry, along with leadership qualities, strong interpersonal skills, with the ability to inspire, motivate and secure commitment from clients.
• Should be self-motivated, action orientated and resilient.
• The candidate should have a friendly and diplomatic nature, possessing sufficient maturity to speak confidently and with empathy to intermediaries and clients, many of whom may be senior executives.
• The highest standards of personal integrity and ability to maintain confidentiality is essential.
• The candidate, whilst needing to be able to cope with shifting priorities will need to ensure conformity with processes and rules.
• The job requires someone who is emotionally mature, energetic, flexible, self-managed, self-motivated, action orientated and who enjoys working in a team environment.
• The candidate should have a passion for people, able to use their initiative, and be willing to go the extra mile
• The candidate should be able to work under stress, while retaining composure and focus.

Education

Formal qualifications or relevant experience - relevant business degree (CFP) or job related experience.