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Senior Financial Consultant

7 days ago

Sandton, South Africa The Recruitment Council Full time

This leading Asset Manager is seeking a highly skilled Financial Advisor Liaison Consultant to join their Customer Services team.

Key Responsibilities:
  1. Manage the workflow of work items (Instructions, queries, requests) efficiently
  2. Resolve rejections via email or telephonic communication
  3. Manage exceptions for internal and external stakeholders
  4. Log and resolve queries while providing relevant feedback
  5. Handle all inbound calls from IFA's, their assistants, and our administration office
  6. Collaborate effectively with IFA's and relevant stakeholders
  7. Submit, track, and provide feedback on instructions to Advisors and Advisor Assistants
  8. Maintain agreed-upon turnaround times for administrative tasks
  9. Attend regular team meetings to stay informed
  10. Understand the changing servicing needs of Advisors
  11. Develop strong relationships with internal and external stakeholders
  12. Provide supportive assistance to brokers / broker assistants and train their assistants as needed
Qualifications:
  1. A business-focused degree is essential
  2. RPE/CFA/CFP qualifications will be advantageous
  3. Matric qualification with passed core mathematics and English is required
Experience:
  1. A minimum of 3 – 5 years of relevant industry experience is necessary
  2. Minimum 18 months experience with strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds is crucial
  3. Excellent understanding and navigation of IAM systems
  4. Proficiency in Microsoft Office Package
  5. Strong business writing skills
  6. Business Afrikaans reading, writing, and speaking skills will be an advantage
Benefits:
  • Ongoing professional development opportunities
  • Collaborative and dynamic work environment
  • Chance to build meaningful relationships with clients and stakeholders