job description - Advisor Liaison Consultant
Key Responsibilities
- Manage the flow of work items (Instructions, queries, requests)
- Resolve rejections via email or telephonic
- Manage exceptions of internal and external stakeholder
- Log and resolve queries. Be able to give feedback on relevant
- queries as and when needed.
- Manage all inbound calls from IFA’s, their assistants and our administration office
- Work collaboratively with IFA’s and all relevant stakeholders
- Submit, track and give feedback on any instructions to Advisors and Advisor Assistants
- Maintain agreed-upon turnaround times on all administrative tasks
- Attend regular team meetings
- Understand the changing servicing needs of Advisors
- Be able to build strong relationships with internal and external stakeholders.
- Always be supportive in offering assistance to the brokers/broker assistants and be able to train their assistants
Candidate Requirements
Technical Knowledge and Experience:
- Minimum 3 – 5 years of relevant industry experience
- A business-focused degree
- RPE/CFA/CFP will be advantageous
- Matric qualification having passed both core mathematics and
- English
- Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
- Excellent understanding and navigation of IAM systems
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing and speaking) will be an
- Advantage
Personal Attributes:
- Able to work in a high pressurized environment
- Able to deal with high volumes of queries and deliver in a quick turnaround time
- Strong client service ethic
- Able to use initiative at all times
- Tenacity
- Problem Solving
- Strong Communication Skills - possesses comfort and ease on the telephone
- Excellent interpersonal skills – ability to listen to others
- Takes accountability for work
- Common sense – ability to think on feet and find the answers
- Shows pride in work, self-motivated and energy to do the job well
- Team Player
- Risk Aware
- Ability to adapt to change
- Self-motivated with an ability to inspire others
- Self-confident and assertive
- Attention to Detail
- Consistent in high-quality output
- Decision-Making Ability
- Time management skills - able to handle pressure, multitask, organize and prioritise
- Resilience
- Conflict Handling
Risk and Compliance Responsibilities
- Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.
- Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
- Ensuring that firm and client data and property, including IT data, are properly protected
- Reporting any possible and actual breaches, errors, complaints, or conduct issues.
- Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse
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About the company
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We are an independent, active global asset manager,the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors, and individuals.