Cape Town: Transfers and Onboarding Consultant – Retail Investments (LISP) posted by Rory Mackie & Associates
Posted on 2025-07-05 00:00:00
Employer | Rory Mackie & Associates |
---|---|
Category | Finance/Accounting Management |
Location | Western Cape / Cape Town |
Job Summary
Overview:
Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our clients business to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.
Responsibilities:
- Contact Life Companies to chase & expedite transfers in progress
- Understand specific transfer requirements for the various Life Companies
- Expedite unit transfers with various competitor unit trust management companies
- Create requirement checklists for investors / IFAs
- Take full responsibility and own transfer process from cradle to grave
- Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
- Manage inbound calls from IFAs and their assistants
- Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices
- Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
- Manage flow of work in close conjunction with Advisor Liaison Consultant/Sales Consultant/RM (instructions, queries, requests, rejections)
- Manage exceptions
- Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
- Be approachable, available, and helpful as the point of escalation and clarity
- Identify trends and liaise with FNZ on a continuous basis
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Build strong relationships with internal and external stakeholders
Requirements:
- B. Com degree with related experience within a LISP environment
- Minimum 5 years experience with Linked Products, Local Unit Trusts and Offshore Funds is essential
- Minimum 1 years experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers
- Proficient in Microsoft Office
- Excellent business writing skills
- Strong knowledge of transfer processes and requirements
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Cape Town
More jobs in Western Cape
Browse Finance/Accounting Management Jobs
Browse Rory Mackie & Associates Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Cape Town: Service Delivery Coordinator posted by Stipenda
Answering high volume of customer and interpreter callsTo allocate Face to Face Interpreting assignments to freelance interpreters according to customer...
View Job
Service Delivery Coordinator
Cape Town City Centre: Warehouse & Material Flow Manager – Northern Suburbs, Cape Town
Position Summary As the Warehouse Material Flow Manager , you will be responsible for overseeing all inbound, internal, and outbound material flow within a...
View Job
Warehouse & Material Flow Manager – Northern Suburbs, Cape Town
Cape Town City Centre: Intermediate .NET Developer
Full Ownership - Design, implement, document, and maintain the applications you build. - Monitor, troubleshoot, and fix bugs across the entire stack UI,...
View Job
Intermediate .NET Developer
Cape Town City Centre: Pre-Sales Engineer
Pre-sales engineers play a crucial role in the sales process by providing technical expertise and support to potential customers before a sale is finalised....
View Job
Pre-Sales Engineer
Cape Town City Centre: Administrative & Logistics Assistant
Key Responsibilities Provide day-to-day administrative support across departments Work extensively with Microsoft Excel to manage, interpret, and analyze...
View Job
Administrative & Logistics Assistant
Cape Town City Centre: Plant and Operations Manager
The Plant Operations Manager is a pivotal leadership role responsible for driving operational excellence across manufacturing functions. This position...
View Job
Plant and Operations Manager
Cape Town City Centre: SAIPA Trainee Accountant
Main Responsibilities include but are not limited to Completion of all tasks necessary to gain sufficient exposure to the SAIPA Training Program...
View Job
SAIPA Trainee Accountant
Cape Town City Centre: Project Leader â Registered Architectural Technologist (Pr.Arch Tech) x2
Minimum requirements Professional Registration - Must be a Registered Architectural Technologist Pr.Arch Tech Candidate registrations are NOT considered...
View Job
Project Leader â Registered Architectural Technologist (Pr.Arch Tech) x2
Cape Town City Centre: Maintenance Supervisor
If you have proven experience as a Maintenance Supervisor in the hospitality industry, strong attention to detail, and presentation with 2 to 5 years...
View Job
Maintenance Supervisor
Cape Town City Centre: Diesel Technician
Duties include but not limited to Maintenance and repairs on diesel vehicles and trucks Diagnostic testing Test driving Maintain detailed records Servicing...
View Job
Diesel Technician
Cape Town City Centre: HVAC Field Engineer
Purpose To cover all aspects of post-Sales, understanding of The Companys FE Field Event engineering and The Companyâs installation standard in order to...
View Job
HVAC Field Engineer
Cape Town City Centre: Intermediate UiPath Developer
Purpose As a UiPath Developer you will be required to design, build and implement high-quality, innovative and robust automation solutions in compliance...
View Job
Intermediate UiPath Developer
Cape Town City Centre: Construction Manager – Renewable Energy Projects (Fixed-Term Contract)
Location De Aar, Northern Cape, South Africa Contract Fixed-Term On-Site Competitive Total Remuneration About the Role We are seeking a Construction...
View Job
Construction Manager – Renewable Energy Projects (Fixed-Term Contract)
Cape Town City Centre: Test Analyst
Job Description Our client is looking for a detail-oriented and proactive Senior Test Analyst with hands-on testing expertise and proven experience in test...
View Job
Test Analyst
Cape Town City Centre: Marketing Specialist / Coordinator (6 – 12 month contract)
An international client has just launched new AI media solutions to offer to their target market, hence they are on the hunt for a proactive, organized, and...
View Job
Marketing Specialist / Coordinator (6 – 12 month contract)
Cape Town Region: Broker Consultant
Elevate Your Insurance Career Become a Dynamic Broker Consultant Salary R300 000 R420 000 per annum Are you a driven and dynamic Broker Consultant ready to...
View Job
Broker Consultant
Cape Town City Centre: Locum Nurse
Key performance areas include Provision of clinical care to patients as required Conducting home visits and auditing of client files Reporting on clients...
View Job
Locum Nurse
Cape Town City Centre: Operational Assistant (PCS)
Responsibilities - Open new investment accounts at various third party Confirm that the clients details has been recorded correctly. - Ensure timely and...
View Job
Operational Assistant (PCS)
Cape Town City Centre: Commercial Team Administrator
Qualification and Experience Tertiary qualification in a related field Relevant working experience in an administrativecoordinative capacity essential...
View Job
Commercial Team Administrator
Cape Town City Centre: Customer Service Assistant
As our Customer Experience Assistant, youll embody our commitment to putting customers first. This isnt your average support jobits about going above and...
View Job
Customer Service Assistant
Cape Town City Centre: Digital Design Intern
Are you a recent graduate with a passion for digital design and a flair for commercial trends? MyRunway, a leading online fashion retailer, invites dynamic...
View Job
Digital Design Intern
Cape Town City Centre: Event Production Coordinator
Event Production Coordinator Location Cape Town Employment Type Permanent Are you a dynamic, detail-oriented individual with a passion for events and...
View Job
Event Production Coordinator
Cape Town City Centre: Accounts Administrator
Our client, a leader in the paint manufacturing industry is seeking an Accounts Administrator to join their team based in Cape Town. MINIMUM REQUIREMENTS...
View Job
Accounts Administrator
Cape Town City Centre: Legal Advisor(renewable energy)
Legal Advisor Market-related Package Cape Town An exciting opportunity exists for a skilled Legal Advisor to join a leading Renewable Energy team in South...
View Job
Legal Advisor(renewable energy)
South Africa: Bookkeeper & HR Administrator – Cape Town, CBD – R30 000 to R40 000
Bookkeeper HR Administrator - Cape Town, CBD - R30 000 to R40 000 based on experience Our client in Cape Town CBD is looking for an experienced Accounts...
View Job
Bookkeeper & HR Administrator – Cape Town, CBD – R30 000 to R40 000