Advisor Liaison Consultant

3 weeks ago


Durban, KwaZulu-Natal, South Africa Ninety One Full time
Job title : Advisor Liaison ConsultantJob Location : KwaZulu-Natal, DurbanDeadline : March 14, 2025Quick Recommended Links
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In this role you will:

  • 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
  • Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
  • Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
  • Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
  • Formulate and implement solutions based on Broker Corporate analysis
  • Promote the use of our transactional web
  • Report internal gaps and failures around our processes and service offering to the
  • Business Improvement team and share this within your peer group for further discussion and action where applicable
  • 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

You should consider applying if you have:

  • 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 Ninety One systems
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Business Afrikaans (reading, writing, and speaking) will be an advantage
  • Some of the attributes we look for in a person are:
  • The ability to build and maintain meaningful relationships
  • Driven by results
  • Recognise that the engine of career growth is driven by the individual
  • Ability to analyse, interpret and assimilate information
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