Menu Close

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

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

Posted on 2025-07-15 00:00:00

Job Summary

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their clients investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.

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. Be able to give feedback on relevant queries as and when 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 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 able to train their assistants

Requirements:

  • Minimum 3 5 years 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 our clients system
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Business Afrikaans (reading, writing, and speaking) will be an advantage

Competencies:

  • The ability to build and maintain meaningful relationships
  • Driven by results
  • Recognise that the engine of career growth is driven by the individual
  • Ability to analyse, interpret and assimilate information

View Job  Cape Town: Head of Remuneration and Analytics posted by Rory Mackie & Associates

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town, Western Cape

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: Intermediate Developer posted by Fempower Personnel

Job Title Intermediate Developer Location Hybrid Based in StellenboschA leading payment aggregator and provider of secure payment solutions is looking for...


View Job
Intermediate Developer

Cape Town: Technical Buyer Ref: 3884 posted by NDC Personnel

Yoursquoll need Matric engineering qualifications are advantageous, as well as 3 ndash 5 yearsrsquo experience in the FMCG Transportation sectors in a...


View Job
Technical Buyer Ref

Cape Town: Back Office Employee posted by abc worldwide

Back Office Employee mfd for Consulting Firm Location Remote Home Office Start Date ImmediatelyWorking Hours Full-time Our goal is to guide doctors through...


View Job
Back Office Employee

Cape Town: Safer Gambling Analyst – Remote posted by Hire Resolve

Hire Resolves client is urgently seeking the expertise of a Safer Gambling Analyst for a fully remote position.ResponsibilitiesCommunicating with customers...


View Job
Safer Gambling Analyst – Remote

Cape Town: Site Engineer posted by Hire Resolve

Hire Resolves client, who offers the highest quality construction, project management and specialist subcontracting services, is searching for a Site...

View Job  Newcastle: Unit Manager posted by Hire Resolve

View Job
Site Engineer

Cape Town: Project Manager posted by Hire Resolve

Hire Resolves client is a leading player in the engineering industry, renowned for delivering high-quality infrastructure and industrial projects across...


View Job
Project Manager

Cape Town: Projects Contracts Manager posted by Hire Resolve

Hire Resolves client is looking for a ProjectsContracts Manager to join their team in Cape Town. Theynbspare a construction industry and mainly serve...


View Job
Projects Contracts Manager

Cape Town: Operations Administrator posted by AJ Roodt Consulting (Pty) Ltd

Position available for an experienced Administrator to handle daily admin and operations functions.Candidates must have previous working experience in the...


View Job
Operations Administrator

Cape Town: Junior Administrator – Urgently Needed posted by Nu-Line Elevator Maintenance

Nu-Line Elevator Maintenance is looking for a Junior Administrator to join our team in Killarney Gardens, Cape Town. If youre passionate about learning and...


View Job
Junior Administrator – Urgently Needed

Cape Town: Facility / Office Manager (6 month fixed term contract) posted by O’Brien Recruitment

Are you a facilities mastermind with a passion for creating smooth, well-oiled office environments? Do you thrive on managing multiple sites, juggling...


View Job
Facility / Office Manager (6 month fixed term contract)

Western Cape: DIESEL TECHNICIAN – COMMERCIAL TRUCKS (CAPE TOWN) posted by MPRTC Recruitment

Minimum RequirementsMatricDiesel Trade Test completed2ndash3 years relevant experienceValid Code 14 Driverrsquos License with PDPSolid technical knowledge...


View Job
DIESEL TECHNICIAN – COMMERCIAL TRUCKS (CAPE TOWN)

Cape Town: Brand Training Specialist posted by O’Brien Recruitment

Were Hiring Brand Training Specialist Cape Town ParowOffice-based Employment Equity Applicable All Genders and Races WelcomeWere seeking a dynamic Brand...


View Job
Brand Training Specialist

Cape Town: Engineering Manager Ref: 3974 posted by NDC Personnel

With 5 years of experience and a strong skill-set in project management, planning, and organisation, yoursquoll be a great fit! Effective communication is...


View Job
Engineering Manager Ref

Cape Town: Senior Quantity Surveyor (Building Construction) – CPT posted by Hire Resolve

Hire Resolves client, a well-established and dynamic construction company known for delivering high-quality residential and commercial building projects, is...


View Job
Senior Quantity Surveyor (Building Construction) – CPT

Cape Town: Senior Foreman posted by Hire Resolve

Hire Resolves client is looking for a Senior Foreman to join their team in Cape Town. The company always ensures the best results for their clients in the...

View Job  Western Cape: Workshop Foreman Ref: 3970 posted by NDC Personnel

View Job
Senior Foreman

Cape Town: Project Manager posted by Sharon Nurock Recruitment cc

Main Purpose of the RoleOversee the daily workings of the organisations operations.Responsible to maintain a high-quality standard of the organisations...


View Job
Project Manager

Cape Town: General Worker posted by Cre8work!

MATRIC, ID, UI19, CONTACTABLE REFERENCES, CLEAR CRIMINAL RECORD SA CITIZEN SHIFT WORK, HOURS ARE FROM 07h00 TO 19h00 OR 19h00 TO 07h00 HARD LABOUR STRONG...


View Job
General Worker

Cape Town: T/A Merchandiser – Retail posted by Recruitment Matters

Our client is looking for a dynamic and proactive TA Merchandiser to support the retail sales team through effective merchandising, store execution, and...


View Job
T/A Merchandiser – Retail

Cape Town: Technical Sales Representative posted by Time Personnel

REQUIREMENTSMatric,Valid drivers license and own transportation3 4 years experience in a similar industryExceptional customers communication and...


View Job
Technical Sales Representative

Cape Town: Reach Truck Drivers posted by Tailormade Solution

We are Hiring Reach Truck Drivers The Reach Truck Operator is responsible for operating a reach truck to move, locate, relocate, and stack merchandise in...


View Job
Reach Truck Drivers

Cape Town: Player Success Agent posted by Hire Resolve

Job Title Player Success AgentThe Player Success Agent is responsible for managing daily operational assessments, customer interactions, and reviews to...


View Job
Player Success Agent

Cape Town: Senior Foreman posted by Hire Resolve

Hire Resolves client whonbspoperates out ofnbsp Wetton, Cape Town and offers the highest quality construction, project management and specialist...


View Job
Senior Foreman

Cape Town: Mechanical Design Technologist/Engineer posted by Hire Resolve

Hire Resolves client is looking for a Mechanical Design TechnologistEngineer to join their team in Cape Town. This client is a multi-disciplinary firm...


View Job
Mechanical Design Technologist/Engineer

Cape Town: Mechanical Design Technologist/Engineer (Consulting) – CPT posted by Hire Resolve

Hire Resolves client, a reputable and forward-thinking consulting engineering firm known for its commitment to innovation and excellence in building...


View Job
Mechanical Design Technologist/Engineer (Consulting) – CPT

Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town, Jobs in South Africa, Jobs in Western Cape

More Jobs in Your Area