Jobs at Allan Gray Proprietary Limited

Purpose of the role

• The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.
• The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers.
• You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on.
• You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

• Relevant business degree and/or job-related experience
• Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel

Closing Date

• 31 July 2025

go to method of application »

Job Description

• Our graduate roles in our Retail Client Services and Operations teams are designed to provide an opportunity for young professionals to build a track record of high performance.
• Each role provides the perfect opportunity to apply your academic knowledge, passion for investments and strong communication skills in a real-world setting.
• As an investment service or operations consultant at Allan Gray, you will benefit from extensive training, a high-energy work environment and performance driven financial rewards while gaining industry knowledge and building a rewarding long-term career.

Your purpose as an Investment Service Consultant in Retail Client Services:

• Your role as an Investment Service Consultant is to engage in intellectual and comprehensive interactions with our clients via our various servicing channels while actively participating in the firm’s drive for service excellence.
• Your interactions will be all encompassing and may include (but not limited to) discussions on products, processes, transactions, tax and legislative implications, our investment philosophy, industry trends and performance of our unit trust funds.
• You will be part of a dynamic team that is dedicated to providing superior client service, build lasting relationships with clients and independent financial advisers, and empower clients to make informed investment decisions.

Your purpose as an Operations Consultant in Retail Operations:

• Our Retail Operations teams process transactions from clients and provide administrative support for the firm’s retail investment offering.
• Our Operations Consultants are responsible for ensuring that all incoming instructions are responded to and processed within a specific timeframe and regulatory framework.
• Operation consultants interact with clients and advisers to provide updates on transactions and to follow-up on any pending instructions, while maintaining a high level of service excellence.

Who these roles are suited for

We are looking for final-year students who are eligible and ready to start work in South Africa between December 2025 and February 2026. Candidates should currently:

• Be completing a bachelor’s degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science, etc.)
• Have specialisations including, but not limited to, Finance, Economics, Investments, Mathematics and/or Statistics, Engineering and Business Management
• Have a strong academic track record spanning across matric and university

What you need to succeed

As a candidate for one of these roles, it is important that you are:

• Passionate about investments
• Service-oriented with a helpful attitude
• Highly performance driven and open to new challenges
• Curious, independent minded and skilled in problem solving
• An excellent written and verbal communicator
• A team player who is also committed to delivering on your own personal goals
• Highly adaptable, energetic and agile to thrive in a fast-paced environment
• Focused on growing personally and professionally
• Proficient in Microsoft Office suite

Location

• Cape Town
• Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).

Closing Date

• 28 August 2025