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Johannesburg: Advisor Liaison Consultant – Retail Investments

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Job Description

About the Role

The Client Liaison Team plays a vital role in servicing our Financial Advisor Offices, ensuring that our clients receive exceptional service and support. We are seeking an experienced professional to join our team as an Advisor Liaison Consultant – Retail Investments.

Key Responsibilities

  • Manage flow of work items (Instructions, queries, requests)
  • Resolve rejections via email or telephonic
  • Manage exceptions of internal and external stakeholder
  • Log and resolve queries
  • Give feedback on relevant queries as and when needed
  • Manage all inbound calls from IFA’s, their assistants, and administration office
  • Work collaboratively with IFA’s and all relevant stakeholders

Requirements

  • Minimum 3 – 5 years relevant industry experience
  • 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

Qualifications

  • Matric

Salary & Benefits

  • [Salary details not mentioned in original]

How to Apply

[Application instructions not mentioned in original]

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

View Job  Johannesburg: Accountant & Bookkeeper

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.

View Job  Pretoria: Accountant


This information provides general career guidance. Actual salaries and requirements vary by employer.



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