Service Consultant

2 weeks ago


Cape Town, South Africa Curiska (Pty) Ltd Full time

PURPOSE OF POSITION
ROLES AND RESPONSIBILITIES
1. Draw Investments and Risk quotes.
3. Submit new business and manage all related processes.
4. Manage existing business queries - and keep advisor and client updated.
5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files.
6. Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
7. Manage Financial Advisors diary.
8. Ensure all compliance documents are received and stored.
9. Perform general administration duties on all product lines offered to clients.
10. Liaise with product providers (call center agents, consultants and marketing support), clients and suppliers in the execution of your duties.
11. Assist in preparing for quarterly and annual compliance audits.

**12. Office administration**: work closely with the Operations Officer to ensure that the office is suitable for optimal functioning.
13. Assist with all marketing initiatives.

SKILLS AND ATTRIBUTES
1. Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
2. Taking initiative
3. Attention to detail
4. Organising work smartly
5. Professional and presentable
6. Own transport (access to reliable transport to and from Century City - Cape Town)
7. Perform under pressure
8. Team player
9. Good written and verbal communication skills

REQUIRED KNOWLEDGE / EXPERIENCE
Good computer literacy
Minimum 5 years experience as a Service Consultant in the Financial
Planning Industry.
Experience in use of X-Plan or other industry related tool would be an
advantage/


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