Broker Consultant

7 months ago


Johannesburg, South Africa Afrizan People Intelligence (Pty)Ltd Full time

THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICA

**About the team**:
This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. They advocate excellent client service and strive to be the number one service provider in our industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.

**In this role you will**:

- Manage flow of work items (Instructions, queries, requests)
- 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
- 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.
- 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 IAM systems
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing, and speaking) will be an advantage

**Job Type**: Contract
Contract length: 12 months

**Salary**: R500,000.00 - R600,000.00 per year

Ability to commute/relocate:

- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Relevant: 5 years (required)

**Language**:

- English and Afrikaans (required)


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