Transfers and Onboarding Consultant | Sandton
2 months ago
Join one of South Africa’s leading Independant FSP’s as a Transfers and Onboarding consultant and you will be responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.
Responsibilities:
- Contact Life Companies to chase & expedite transfers in progress
- Understand specific transfer requirements for the various Life Companies
- Expedite unit transfers with various competitor unit trust management companies
- Create requirement checklists for investors / IFA’s
- Take full responsibility and own transfer process from cradle to grave:
- Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
- Manage inbound calls from IFA’s and their assistants
- Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices.
- Submit, track, and give feedback to sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
- Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)
- Manage exceptions
- Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
- Be approachable, available, and helpful as the point of escalation and clarity
- Identify trends and raise with FNZ on a continuous basis
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Be able to build strong relationships with internal and external stakeholders
Qualifications:
- A business / commercial degree with related industry experience
Experience:
- Minimum 5 years’ experience of Linked Products, Local Unit Trusts and Offshore Funds is essential
- Minimum 1 years’ experience in dealing with Section 14, Living Annuity, voluntary products and offshore transfers
Knowlege:
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Strong knowledge of transfer processes and requirements
Attributes:
- The ability to build and maintain meaningful relationships
- A client focused and collaborative approach
- High conviction and be comfortable sharing opinions
- Ability to analyse, interpret and assimilate information
#J-18808-Ljbffr
-
Client Onboarding Consultant
2 months ago
Sandton, South Africa HR Studio (Pty) Ltd Full timeWe’re looking for… An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the...
-
Client Onboarding Consultant
4 months ago
Sandton, South Africa HR Studio Full timeWe're looking for… An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the...
-
Transfer Pricing: Junior Tax Consultant
7 months ago
Sandton, South Africa BDO South Africa Full timeBDO Johannesburg has a vacancy for a suitable qualified and experienced Transfer Pricing Junior Tax Consultant. Reporting as part of the Transfer Pricing and International Tax team, you will inter alia be responsible for: Assisting the Transfer Pricing team with advisory services such as transfer pricing setting strategies or advising foreign...
-
SAP Warehouse to Dispatch
6 months ago
Sandton, South Africa Full Circle Resourcing Full time**SAP Warehouse to Dispatch (W2D) Consultant (LE/MM/SD - CO-PA) (Contract/Perm) Sandton** Our client requires the best SAP W2D Consultant. Open to permanent or contract preference.
-
Conveyancer, Notary
6 months ago
Sandton, South Africa AGC Recruitment Full time**Conveyancer, Notary - Boutique Law Firm - Sandton** **About Us**: We are a leading specialist legal recruitment agency based in Johannesburg, dedicated to connecting talented legal professionals with esteemed law firms and organisations across Africa. Currently, we are partnering with a reputable boutique law firm located in Sandton. Our client seeks a...
-
Direct Travel Consultant
8 months ago
Sandton, South Africa HotelJobs.co.za Full timeWell known DMC based in Sandton is looking for an experienced Direct Travel Consultant. - Creative and out of the box planning and designing of itineraries - Processing of reservations from quote to finalising, including reservations, invoicing and travel documents - Professional servicing of our dynamic direct guests - Proactive selling of our products and...
-
Client Onboarding Consultant
7 months ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Travel Consultant
2 weeks ago
Sandton, South Africa Executive Placings Full timeCompany Overview:Executive Placings is a reputable recruitment agency with a strong presence in the industry. We specialize in placing top talent in various roles within leading organizations.About the Role:We are currently seeking an experienced Travel Consultant to join our team in Sandton. As a key member of our team, you will be responsible for providing...
-
Travel Consultant
2 weeks ago
Sandton, South Africa Executive Placings Full timeExecutive Placings is seeking a highly skilled Travel Consultant to join our team in Sandton, South Africa. This is an exciting opportunity for a travel professional to work with a leading inbound tour company, delivering exceptional customer service and creating memorable experiences for clients.In this role, you will be responsible for creative planning...
-
Relief Travel Specialist Sandton
3 months ago
Sandton, South Africa HotelJobs.co.za Full timeKendrick Recruitment is seeking a passionate and experienced Relief Travel Specialist based in Sandton City, Johannesburg. Key Responsibilities: - Step in to manage consultant desks during leave or educational trips. - Handle requotes, proposals, and agent educational bookings. - Assist with brochure quotes and booking processes during peak periods. -...
-
Expert Travel Consultant
4 weeks ago
Sandton, South Africa Shorza Ltd Full timeUnlock Your Potential as an Expert Travel ConsultantWe are seeking a highly motivated and customer-focused individual to join our team at Shorza Ltd in Sandton. As an Expert Travel Consultant, you will play a crucial role in delivering exceptional travel experiences for our clients.About the Role:You will be responsible for assisting clients with planning...
-
Travel Specialist Luxury Brand Sandton
2 months ago
Sandton, South Africa HotelJobs.co.za Full time**Kendrick Recruitment is Currently Seeking** a highly experienced **Relief Travel Specialist** to join a prestigious travel and hospitality company based in Sandton City, Johannesburg. This role is ideal for a seasoned professional passionate about delivering world-class service and creating exceptional travel experiences. You will step in to manage desks...
-
Telesales Consultant
6 months ago
Sandton, South Africa Insphired Recruitment Solutions Full timeOur client based in Sandton is urgently looking for insurance telesales consultants to join their call centre. - Must be sales-driven - Must have excellent command of the English language - 1 - 2 years telesales experience is a must - Must be have a clear criminal record and not debarred - Must be target driven - Proven sales track record an...
-
Telesales Consultant
6 months ago
Sandton, South Africa Insphired Recruitment Solutions Full timeA provenof havecrimeJohannesburgOur client in the insurance industry is urgently looking to hire telesales consultants for their call center based in Sandton Johannesburg. Job Requirments - Must be sales driven - Must have excellent command of the English language - 1 - 2 years telesales experience is a must - Must be have a clear criminal record - Must...
-
Sales Representative
6 months ago
Sandton, South Africa Blades and Triggers Sandton City Full timeAre you a dynamic and results-driven individual with a passion for advertising? We are seeking an enthusiastic Advertising Sales Representative to join our team and drive revenue growth through strategic sales initiatives. As a key player in our advertising division, you will be responsible for building and maintaining client relationships, identifying new...
-
(59) Payroll Administrator Sandton
6 months ago
Sandton, South Africa Jobs 4 All Full time**Payroll Administrator** **Sandton** **Position available ASAP** **Job Summary** The administrator will be responsible for preparing payrolls and related records for employee salaries and statutory record keeping purposes. The employee will report to the Group Payroll Administrator. **This role includes, but is not limited to**: **Processing...
-
Sales Consultant
6 months ago
Sandton, South Africa BizGro Full timeA great opportunity for experienced & dynamic Hygiene Services Sales Consultant with strong HUNTER & MAINTAINER skills. Vacancies are available in Sandton & Boksburg, Gauteng. If this is you, rush us a comprehensive CV, package indication, when you would be available & head shot photo **Quote ~ HYG/SALES** Region : Boksburg & Sandton vacancies Package :...
-
Outbound Telesales Insurance Sales Consultant
1 month ago
Sandton, South Africa OneSpark (Pty) Ltd Full timeOneSpark, a long-term insurance provider, backed by global insurance giants is seeking extremely talented Sales Consultants to act as point of contact to clients to advise and sell insurance. Expect to work alongside talented, intense, and interesting co-workers who share a drive and passion to change the world. This is a unique opportunity to jump onboard...
-
Italian Language Support Specialist
4 weeks ago
Sandton, South Africa Jai Search Consultancy Full timeJob Description:Jai Search Consultancy is seeking a highly skilled and motivated Italian Language Support Specialist to join our team in Sandton. As an Italian Speaking Service Desk Agent, you will be the first point of contact for customers with technical issues, providing level 1 support to resolve their queries efficiently.About You:We are looking for a...
-
Telesales Consultant
6 months ago
Sandton, South Africa Regenesys Full time**Telesales Consultant, SA** Are you a dynamic and motivated sales professional looking for an exciting opportunity in South Africa? Regenesys Business School, one of Africa’s leading institutions of higher learning, is seeking a Sales Consultant to join our team in Sandton, Johannesburg. **About Us**: With over 25 years of experience in delivering...