Service Consultant - Cape Town, South Africa - The Recruiters

The Recruiters
The Recruiters
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Title:


Service Consultant - Century City (CPT):


Salary:

Commensurate with experience)


Description:


  • Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client servicerelated processes within the organisation. To assist with administrative
- support in other offices as needs arise.

  • 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/Paraplanners to draw and collate information required for Annual
  • Review files.
  • Work closely with Advice Consultants/Paraplanners to draw and collate information required for FNAs.
  • 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.

Category:


  • Finance

General Requirements:


  • SKILLS AND ATTRIBUTES
  • Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
  • Own transport (access to reliable transportation to and from Century City
  • Cape Town)
  • Excellent 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 the use of X-Plan or other industryrelated tools would be an advantage
  • REQUIRED QUALIFICATIONS
  • Minimum Matric
    Location:
  • Cape Town

Consultant:

**Cara Styles
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