Financial Advisor Liaison Consultant - Sandton - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Sandton

    3 hours ago

    the recruitment council background
    Description

    Financial Advisor Liaison Consultant in Customer Services

    This leading Asset Manager seeks a skilled Financial Advisor Liaison Consultant to join their team.

    Key Responsibilities:

    • Manage the flow of work items, including instructions, queries, and requests.
    • Manage exceptions for internal and external stakeholders.
    • Log and resolve queries, providing feedback as needed.
    • Handle inbound calls from IFAs, their assistants, and our administration office.
    • Collaborate with IFAs and relevant stakeholders.
    • Submit, track, and provide feedback on instructions to Advisors and Advisor Assistants.
    • Maintain agreed-upon turnaround times for administrative tasks.
    • Attend regular team meetings.
    • Understand changing servicing needs of Advisors.
    • Become adept at building strong relationships with internal and external stakeholders.
    • Offer supportive assistance to brokers and broker assistants, providing training for their assistants.

    Required Qualifications:

    • A business-focused degree.
    • RPE/CFA/CFP is advantageous.
    • Matric qualification with passes in core mathematics and English.

    Essential Experience:

    • Minimum 3-5 years of relevant industry experience.
    • At least 18 months' experience and strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds.
    • Excellent understanding and navigation of IAM systems.
    • Proficiency in Microsoft Office Package.
    • Exceptional business writing skills.
    • Business Afrikaans (reading, writing, and speaking) is an advantage.

    Prioritised Attributes:

    • The ability to build and maintain meaningful relationships.
    • Results-driven approach.
    • An understanding that individual growth drives career advancement.
    • Capacity to analyse, interpret, and assimilate information.
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