Service Consultant
2 weeks ago
**Title**:
**Service Consultant - Century City (CPT)**:
**Salary**:
- 20000 (Commensurate with experience)
**Description**:
- Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within the organisation. To assist with administrative
- support in other offices as needs arise.
- ROLES AND RESPONSIBILITIES
- Draw Investments and Risk quotes.- Submit new business and manage all related processes.
- Manage existing business queries - and keep advisor and client updated.
- Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual
- Review files.
- Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
- Ensure all compliance documents are received and stored.
- Perform general administration duties on all product lines offered to clients.
- Liaise with product providers (call center agents, consultants, and marketing support), clients, and suppliers in the execution of your duties.
- Assist in preparing for quarterly and annual compliance audits.
**Category**:
- Finance
**General Requirements**:
- SKILLS AND ATTRIBUTES
- Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
- Own transport (access to reliable transportation to and from Century City - Cape Town)
- Excellent 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 the use of X-Plan or other industry-related tools would be an advantage
- REQUIRED QUALIFICATIONS
- Minimum Matric**Location**:
- Cape Town
**Consultant**:
**Cara Styles
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