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Johannesburg: Advisor Liaison Consultant – Retail Investments posted by Rory Mackie & Associates

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Job Description

About the Role

The Advisor Liaison Consultant – Retail Investments role at Rory Mackie & Associates involves serving the Financial Advisor Offices with matters related to client products, processes, transactions, web services, and general queries regarding investments. As a key member of the client liaison team, you will be responsible for providing excellent client service while promoting an innovative and entrepreneurial culture.

Key Responsibilities

  • Manage flow of work items (Instructions, queries, requests)
  • Resolve rejections via email or telephonic
  • Manage exceptions of internal and external stakeholders
  • Log and resolve queries; provide feedback on relevant queries as needed
  • Manage all inbound calls from IFAs, their assistants, and administration office
  • Work collaboratively with IFAs and all relevant stakeholders
  • Submit, track, and give feedback on 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
  • Build strong relationships with internal and external stakeholders
  • Offer assistance to brokers/broker assistants and train their assistants

Requirements

  • Minimum 3 years relevant industry experience
  • Business-focused degree
  • RPE/CFA/CFP qualification advantageous
  • Matric qualification having passed both core Mathematics and English
  • Minimum 18 months experience with strong technical knowledge of Linked Products, Local Unit Trusts, and Offshore Funds essential
  • Excellent understanding and navigation of clients’ system
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Business Afrikaans (reading, writing, and speaking) advantageous
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Qualifications

No formal qualifications mentioned.

Salary & Benefits

Salary information not specified.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Management Jobs in Gauteng

In the Gauteng region of South Africa, the management profession offers various opportunities across multiple industries. The general job market trends indicate a demand for experienced professionals who can lead and manage teams effectively. This is particularly evident in sectors such as technology, where companies like Google and Microsoft often require skilled managers to oversee their operations.

Typically, salaries for other management positions in Gauteng fall within broad ranges. For instance, entry-level roles may command salaries between R400 000 to R600 000 per annum, while senior management positions can expect salary ranges of R1 million to R3 million or more, depending on factors like experience, company size, and industry sector. It is essential to note that these are general estimates and actual salaries can vary significantly.

Common skills required for other management roles in Gauteng include excellent communication, leadership, strategic planning, problem-solving, and analytical skills. These professionals must be able to manage people, projects, and resources effectively, often working in fast-paced environments where adaptability is crucial. Strong business acumen, emotional intelligence, and the ability to make informed decisions are also highly valued.

The financial services sector, technology industry, manufacturing sector, and other sectors commonly employ management professionals with a range of skills. In these industries, roles such as operations manager, project manager, business development manager, and departmental head are common. These positions often require experience, leadership skills, and the ability to drive growth and efficiency.

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Career development opportunities for those in management roles in Gauteng abound. With experience, professionals can move into senior leadership positions or transition into related fields such as HR, consulting, or entrepreneurship. Many companies offer training and development programs to support their employees’ career progression, providing opportunities for advancement and skill enhancement.


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



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