Specialist Consultant
2 weeks ago
Overview:
Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team.
The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products offered.
Responsibilities:
Offshore:
- Provide a holistic service to Advisors and their assistants by forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting
- To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals
- To be flexible in the working hours as required by this function
- Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)
- Understanding and adherence to business rules and processing rules and working within the required SLA
- Assist other team members when necessary provide cover during periods of absence
- Investigate, resolve, and take full responsibility for errors made
- This entails telephonic and written communication as well as possible face to face interactions with Advisors and their assistants
Model Portfolios:
- Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFA's with a FAIS Cat II license managing Model Portfolios for their clients
- This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring, and reconciling of requests/instructions
- It will also include managing and controlling any bulk requests for Model Portfolio restructures and rebalances by managing the client's expectations and monitoring progress of script processing
- Build and maintain relationships with all clients
- Build and maintain relationships with all service providers including administration platform as well as foreign exchange and banking services
- Build and maintain relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team
- Possible mail merging
- Be responsible for checking and calculating of complex backdates calculations
- Support to Advisor and Client Service Teams when required
- Liaise with Data Management and Reporting Team
- Offer web support
Internal Business Analysis and Reporting:
- Run daily, weekly, and monthly reporting that will include but is not restricted to;
- Queue age analysis in line with SLA
- Analysing of Query reporting
- Risk Adjusted Capital (RAC) reporting
- Cat II IFA reporting (Model Portfolio)
- Internal Control reporting including changed bank accounts, floor limits and thirdparty payments
Requirements:
- Minimum of 5 7 years' industry experience, particularly in the LISP environment
- Minimum of 3 years' experience in an IMS Advisor Liaison capacity
- 3year relevant Diploma or BCom degree
- Business Analysis qualification will be advantageous
- Advanced experience in Excel (including pivot tables, macros) and other reporting tools
- Indepth experience and insight to IMS Model Portfolio offering; the associated processes, business rules and legislation
- An indepth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, business rules and legislation incl. Guernsey AML requirements
-
Travel Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full timeOverviewMy Client a Travel Company arranging tailor-made, private safaris as well as specialist expeditions into Africa and South America is recruiting for a well experienced senior travel consultant (Sales) to join their team. The applicant must have significant experience (5+ years) dealing with international clients in the high-end travel space and...
-
Travel Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full timeOverview My Client a Travel Company arranging tailor-made, private safaris as well as specialist expeditions into Africa and South America is recruiting for a well experienced senior travel consultant (Sales) to join their team. The applicant must have significant experience (5+ years) dealing with international clients in the high-end travel space and...
-
Internal Senior Recruitment Consultant
2 weeks ago
Cape Town, Western Cape, South Africa F & G Sourcing Specialist Full timeOur Advertising Services client is seeking Senior Recruitment Consultant to join their team in Cape Town.Requirements: Must have bulk recruitment experience (contact centre or from an agency) Experience with specialist recruitment (Team Leaders, Campaign Managers, Operations, QA) Must have experience advertising on social media platforms PC literateSalary: R...
-
Outbound Sales Consultant
2 weeks ago
Cape Town, Western Cape, South Africa CallForce BPO Specialist Full timeCallForce is an award-winning BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market. We are on the hunt for goal driven, enthusiastic and committed individuals to join our USA Campaign as an Outbound Sales Consultant. Our client is a listed USA company who are leaders in music streaming....
-
Business Development Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeBusiness Development ConsultantFully RemoteAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not-for-profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your career aspirations. With...
-
Travel Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Zeebra Junction Full timeMy Client a Travel Company arranging tailor-made, private safaris as well as specialist expeditions into Africa and South America is recruiting for a well experienced senior travel consultant (Sales) to join their team. The applicant must have significant experience (5+ years) dealing with international clients in the high-end travel space and designing...
-
Business Development Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeBusiness Development ConsultantFully RemoteAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not-for-profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your career aspirations. With...
-
Compliance Specialist
2 weeks ago
Cape Town, Western Cape, South Africa FROGG Recruitment Full timeCompliance Specialist Century City Cape TownOur client in risk & compliance consulting in Cape Town is looking for a compliance specialist with 5 years of experience in global regulations, you need to establish robust controls and procedures for compliance across all jurisdictions. Supporting Corporate governance and refining policies.Salary...
-
Research Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not for profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your own personal career aspirations. With a culture high in integrity...
-
Research Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not for profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your own personal career aspirations. With a culture high in integrity...
-
English Concierge Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Rhino Africa Full timeEnglish Concierge Specialist Rhino Africa is the World's Most Awarded Safari Company and has been planning tailor-made luxury safaris to Southern Africa, East Africa and the Indian Ocean Islands since 2004. We've welcomed over 200,000 delighted guests from all across the globe, and reaped many awards along the way too. But it's not all thrills and frills,...
-
English Concierge Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Rhino Africa Full timeEnglish Concierge SpecialistAt Rhino Africa, the world's leading Safari company, we are proud to promote safari & luxury travel destinations across Africa; pioneering a new path for sustainable tourism and leaving our legacy on the continent. We are on the lookout for a full-time English Concierge Specialist to join our Sales Support team.As an English...
-
German Concierge Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Rhino Africa Full timeGerman Concierge SpecialistAt Rhino Africa Safaris, the world's leading Safari company, we are proud to promote safari & luxury travel destinations across Africa; pioneering a new path for sustainable tourism and leaving our legacy on the continent. We are on the lookout for a full-time German Concierge Specialist to join our Sales Support team.As a German...
-
Hybrid Clous Sales Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Dimension Data Full timeFunctieomschrijvingDescription:This role recognized that the "Hybrid cloud sales" requires a specialist engagement that is not typical of other traditional sales engagements. The Hybrid Cloud Sales Specialist is a Sales role that brings an elevated level of Hybrid Cloud consulting and sales experience to the client engagement and the sales cycle. The Hybrid...
-
Client Relations Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeClient Relations ConsultantFully RemoteAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not for profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your own personal career...
-
Senior Administration Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Old Mutual Life Assurance Company (Sa) Ltd Full timeSenior Administration Specialist page is loaded Senior Administration Specialist Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-54913 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role functions as a subject...
-
Senior Tax Consultant
2 weeks ago
Cape Town, Western Cape, South Africa F & G Sourcing Specialist Full timeOur reputable Accounting and Tax client that is based in Cape Town is seeking a skilled Senior Tax Consultant to join their team.Purpose of the job: To provide a wide range of tax advisory services to a large portfolio of clients (+/- 350), which typically includes, amongst others, freelancers and high net-worth clients.Salary: R R35 000 per MonthMinimum...
-
Tax Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Candidate Connect Full timeRated Cape Town asset manager seeking to fill a Tax Specialist gap within the Retail Finance team.This is an EE designated role based in Cape Town.The company's Tax Governance is decentralised, where business areas own their operational tax processes. Group Tax offers support through consulting, engagement and operational support.In this role, the individual...
-
Business Development Consultant
2 weeks ago
Cape Town, Western Cape, South Africa abc Full timeBusiness Development Consultant - Cape TownCommercial Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business in accordance with targets laid down by our client. Commercial Business Development Consultants will be expected to source leads and achieve sales...
-
Recruitment Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Robertson Bell Full timeAbout Robertson Bell:Robertson Bell are a specialist Finance recruitment agency for the not-for-profit and wider public sector based in the UK. We have an ambitious growth plan to grow our team of consultants to 60 within the next 2 years, so the time to join us could not be better for your career aspirations. With a culture high in integrity and uncapped...