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

January 29, 2026 Jobs in Central Johannesburg

Rory Mackie & Associates

Gauteng

Other Management

Job Description

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

View Job Cape Town: HR Generalist (Financial Services) posted by SET Consulting

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

How to Apply

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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.

View Job Potchefstroom: Cold Store Manager posted by Hire Resolve

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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