Financial Advisor Liaison Consultant | Customer Services | Sandton

3 weeks ago


Carletonville, South Africa The Recruitment Council Full time

This leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services to join their team.

Responsibilities:

1. Manage flow of work items (Instructions, queries, requests)
2. Resolve rejections via email or telephonic
3. Manage exceptions of internal and external stakeholder
4. Log and resolve queries. Be able to give feedback on relevant queries as and when needed.
5. Manage all inbound calls from IFA’s, their assistants, and our administration office
6. Work collaboratively with IFA’s and all relevant stakeholders
7. Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
8. Maintain agreed upon turnaround times on all administrative tasks
9. Attend regular team meetings
10. Understand the changing servicing needs of Advisors
11. Be able to build strong relationships with internal and external stakeholders.
12. Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants.

Qualification:

1. A business focused degree
2. RPE/CFA/CFP will be advantageous
3. Matric qualification having passed both core mathematics and English

Experience:

1. Minimum 3 – 5 years relevant industry experience
2. Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
3. Excellent understanding and navigation of IAM systems
4. Proficient in Microsoft Office Package
5. Excellent business writing skills
6. Business Afrikaans (reading, writing, and speaking) will be an advantage

Attributes:

1. The ability to build and maintain meaningful relationships
2. Driven by results
3. Recognise that the engine of career growth is driven by the individual
4. Ability to analyse, interpret and assimilate information

#J-18808-Ljbffr



  • Carletonville, South Africa Sanlam Limited Full time

    Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise...


  • Carletonville, South Africa Armstrong Appointments Full time

    Main job function Bedfordview, Gauteng – Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success! As an independent Financial Brokerage, our client provides exceptional and unique services...


  • Carletonville, South Africa Small Enterprise Development Agency_gov Full time

    JOB PROFILE JOB TITLE: Business Advisor Level 2 REPORTING TO: Branch Manager JOB GRADE: C3 Minimum Mid-point TOTAL CTC: R 375 071 - R 441 260 NO. OF INCUMBENTS: 01 MAIN PURPOSE OF THE JOB: To provide business development services primarily to micro and small enterprises. KEY PERFORMANCE AREAS: 1. Provide relevant business advisory services and...


  • Carletonville, South Africa SAP SE Full time

    The HXM Specialist Customer Success Partner (S-CSP) - Advisor proactively engages with an assigned portfolio of less complex customers to drive mutual success across the Land, Adopt, Consume & Expand (LACE) cycle. The S-CSP Advisor provides value and expertise regarding specific LoBs, in order to assure the continuity of the customer’s cloud...


  • Carletonville, South Africa Small Enterprise Development Agency_gov Full time

    JOB PROFILE JOB TITLE: Business Advisor Level 3 DURATION: Twelve (12) Months Contract REPORTING TO: Branch Manager JOB GRADE: C5 Minimum Midpoint TOTAL CTC: R507 409 - R596 409 NO. OF INCUMBENTS: 1 LOCATION: Gauteng Province: Johannesburg Branch MAIN PURPOSE OF THE JOB To provide strategic business development services primarily to develop small and...


  • Carletonville, South Africa The Recruitment Council Full time

    Job Purpose: To influence the understanding and thinking of client and consumer behaviour through foresight, customer insights and analytics, enabling business to achieve its objectives by putting Client first. To operationalize Client Experience strategy and enhance client user experience based on identified gaps in client journeys and voice of client and...


  • Carletonville, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryAs a Sales and Service Advisor Lead, you will be responsible for applying sales processes within your area of responsibility to achieve sales targets and build client relationships. You will work closely with the team to identify new business opportunities and develop strategies to drive sales growth.Key ResponsibilitiesApply sales processes to...


  • Carletonville, South Africa Smollan Full time

    We're on the lookout for a Sales Consultant in **GP-Carltonville** **As a Sales Consultant, you will be responsible for**: - Administration - In-store Sales and Marketing - Customer Satisfaction and Service - 2-3 years’ experience in Retail Sales Environment, preferably within the Telecommunications Industry - Matric - Sales acumen - Marketing principle...

  • Cadet GP Hammanskraal

    3 weeks ago


    Carletonville, South Africa Small Enterprise Development Agency_gov Full time

    JOB PROFILE NO. OF INCUMBENTS: 1 DIVISION: EDD MAIN PURPOSE OF THE JOB: Reporting directly to the Branch Manager, the incumbent will primarily (but not limited to) provide assistance to the Business Advisors. Additionally, the incumbent will provide advice and guidance in terms of small business development and support to small enterprises wanting to...


  • Carletonville, South Africa Recooty Full time

    We are looking for a passionate travellimg agency consultant who will manage travel requirements made for individuals and businesses on holiday. Successful candidate will ensure to assist tourism related package tours and services on behalf of suppliers. Your goal is also to ensure clients are loyal for future services and are satisfied. Duties Collect...


  • Carletonville, Gauteng, South Africa Liberty Standard Bank Group Full time

    Job OverviewWe are seeking a sales-driven individual to join our team as a Financial Adviser. As a key player in shaping clients' financial futures, you will provide expert advice and help them achieve their goals.About the RoleThe ideal candidate will have a passion for networking and be able to tailor a financial plan that covers investments, insurance,...


  • Carletonville, South Africa The Recruitment Council Full time

    Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements...


  • Carletonville, South Africa Jobted ZA C2 Full time

    Front line Receptionist needed for a busy office in the heart of Gauteng. Varied duties include: Reception, switchboard, tend to walk in customers, administrative support to Executive, ordering office supplies, correspondence, reconciling accounts, etc If you have above average verbal and written communication skills with high level of accuracy and detail...


  • Carletonville, South Africa Capitec Bank Ltd. Full time

    We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below: 1. To see what life at Capitec is all about and complete a short assessment, please click here! 2. Once you have completed the above, finalize your application by clicking apply...


  • Carletonville, South Africa Rich League Marketing Full time

    Rich League Marketing is a great way to fast track your sales career Sales consultant need to be logical thinkers, have great attitude, energetic and hard working. Duties and responsibilities Demonstrating product features to customers Preparing sales proposals for potential buyers Completing regular sales reports specifying the numbers of sales made Desired...


  • Carletonville, South Africa The Recruitment Council Full time

    Our client is one of South Africa’s leading financial service providers in short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform is now looking for an exceptional individual for the role of Head of Talent Management. Responsibilities: 1. Functional Strategy Formation – Provide...


  • Carletonville, South Africa Absa Group Full time

    Senior Manager CIB Operational Risk, Governance and Reporting Empowering 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...


  • Carletonville, South Africa JSE Limited Full time

    Specialist: Equities and Equity Derivatives Listing reference: jse_000451 Listing status: Online Apply by: 5 March 2024 Position summary Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction To support growth of equity and equity derivatives markets through listing...

  • Junior Analyst PTS

    4 weeks ago


    Carletonville, South Africa Absa Group Full time

    Time left to apply: End Date: November 4, 2024 (4 days left to apply) Job Requisition ID: R-15968887 Empowering 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...


  • Carletonville, South Africa Johnson Controls Full time

    **What You Will Do** The HVAC-Chiller Technician-Carletonville will be reporting to Operations Team Leader, Africa HVAC Sales. You will be supporting customers by executing the tasks of installation and commissioning of equipment, planned/unplanned maintenance and repairs as well as servicing of equipment as per Service Contracts/maintenance schedules. You...