Service Consultant - Cape Town, South Africa - Curiska (Pty) Ltd

Curiska (Pty) Ltd

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

PURPOSE OF POSITION

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 AnnualReview files.
Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
Manage Financial Advisors diary.
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.

12.

Office administration:
work closely with the Operations Officer to ensure that the office is suitable for optimal functioning.

Assist with all marketing initiatives.

SKILLS AND ATTRIBUTES

Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
Taking initiative
Attention to detail
Organising work smartly
Professional and presentable
Own transport (access to reliable transport to and from Century City - Cape Town)
Perform under pressure
Team player
Good 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 use of X-Plan or other industry related tool would be an
advantage/