Menu Close

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

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

Posted on 2025-05-21 00:00:00

Employer Rory Mackie & Associates
Category Other Management
Location Gauteng  / Pretoria

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 Pretoria, Gauteng

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


Pretoria East: Senior RAF Litigation Attorney posted by Cora O’Neil Recruitment Agency

Menlo Park, Pta East SENIOR RAF LITIGATION ATTORNEY THIRD PARTY CLAIMSMinimum Requirements-Presentable and professional Afrikaans speaking, aged younger...


View Job
Senior RAF Litigation Attorney

Pretoria East: Chef posted by Golfing Africa

Five Star Guest House in Pretoria East is seeking a dynamic, qualified and experienced Chef to work between Pretoria and their Five Star Game Lodge in...


View Job
Chef

Pretoria: Call Centre Sales Manager (JB5143) posted by Kontak Recruitment

Call Centre Sales Manager JB5143Pretoria, South AfricaSalary R30 - 40 000 per monthEmployment Type Permanent Are you a dynamic sales leader with a passion...


View Job
Call Centre Sales Manager (JB5143)

Pretoria East: Operations Manager – Solar Industry posted by Sol-brite

Candidate must have the following credentials - Drivers license - High-rise Qualification - All Medicals to be up to date.


View Job
Operations Manager – Solar Industry

Pretoria City: Cellphone repair technician posted by Vape Infusion

We currently looking for Cellphone repair technician.Repair damaged cellphones on site for waiting customers.


View Job
Cellphone repair technician

Pretoria East: Diesel Mechanic – Immediately available posted by Global Waste Group

Position requires knowledge of hydraulic systems, welding, fleet maintenance and management. Basic excel, computer and good administration skills are a...


View Job
Diesel Mechanic – Immediately available

Pretoria North: Clinic Assistant – Urgently needed posted by SANCA PRETORIA/SOSHANGUVE

Clinic Assistant Position available at in-patient alcohol and drug rehabilitation centre in Pretoria North. RequirementsGrade 12Valid drivers licenseAble to...

View Job  Cape Town: General Manager – ICT industry – Cape Town, Western Cape posted by Hire Resolve

View Job
Clinic Assistant – Urgently needed

Pretoria East: Call Centre Agent posted by Wealthtec Holdings

.Handle inbound and outbound calls like a pro- quick,efficient and always on point Follow dynamic communication scripts while adding your personal magic...


View Job
Call Centre Agent

Pretoria: Client Services Manager (JB5146) posted by Kontak Recruitment

Client Services Manager JB5146Pretoria, South AfricaSalary R30 - 40 000 per monthEmployment Type Permanent Workplace In-Office Are you a natural leader with...


View Job
Client Services Manager (JB5146)

Pretoria East: Latin and Ballroom Dance Instructor posted by Giscoe (PTY) Ltd

About UsDe la Vida is a vibrant dance studio dedicated to providing high-quality dance instruction to individuals of all ages and skill levels. Position...


View Job
Latin and Ballroom Dance Instructor

Pretoria: Finance Coordinator posted by Linear Building Projects

Prime ResponsibilitiesUnderstand the accounts processing of both debtors and creditors transactions.Reconcile all debtors and creditors payments.Prepare...


View Job
Finance Coordinator

Pretoria East: Waste Water Treatment Engineer – Urgently Needed posted by PVT

NOW HIRING Waste Water Treatment Engineer Project ManagerWe are looking for an experienced Waste Water Treatment Engineer Project Manager with a strong...


View Job
Waste Water Treatment Engineer – Urgently Needed

Pretoria East: Site Manager – Urgently Needed posted by Riverview Development

Looking for highly motivated Foreman for ceiling and drywall company for limited duration Project in Pretoria.Knowledge of suspended ceilings, drywall,...


View Job
Site Manager – Urgently Needed

Pretoria North: Parts Sales posted by Progress Panelbeaters North CC

Body Parts is looking to expand our team.We have the following position available within our company Parts Salesman Saleswoman Salary Basic R12 200 ...


View Job
Parts Sales

Pretoria North: Parts & Quality Manager posted by Progress Panelbeaters North CC

We are looking to expand our team and have the following position available within our company.Parts Quality ManagerMust have experience in the motor...

View Job  Cape Town: Senior Software Developer posted by Goldman Tech

View Job
Parts & Quality Manager

Pretoria North: ESTIMATOR posted by Progress Panelbeaters North CC

We are looking to expand our team and have the following position available within our company that is based in Pretoria.ESTIMATOR 10 years experience in an...


View Job
ESTIMATOR

Pretoria East: Ontvangs posted by Think Smart Built-in Systems

Ontvangs en Algemene Kantoor AssistentJunior pos beskikbaar in Pretoria Oos vir goed georganiseerde tweetalige en verkieslik n jong dame. Ondervinding van...


View Job
Ontvangs

Pretoria North: PANELBEATER posted by Progress Panelbeaters North CC

We are looking to expand our team and have the following position available within our company.EXPERIENCED PANELBEATERMust have a minimum of 6 years...


View Job
PANELBEATER

Pretoria North: MOTOR MECHANIC posted by Progress Panelbeaters North CC

We are looking to expand our team and have the following position available within our company that is based in Pretoria.QUALIFIED MOTOR MECHANIC Must have...


View Job
MOTOR MECHANIC

Pretoria North: Machine Operator posted by Sastel Packaging

The machine operators main responsibility is to operate and maintain the sachet filling capsule filling machines.Requirements Qualifications Matric...


View Job
Machine Operator

Pretoria East: Catering Unit Manager – Security Services posted by BizGro

A leading Industrial Caterer urgently seeks the services of experienced passionate Unit Managers to join their Team.Vacancies exist in...


View Job
Catering Unit Manager – Security Services

Pretoria East: Workshop Technical Assistant posted by R2DFuel Solutions

Job OverviewWe are looking for a dedicated and technically inclined individual to join our team as a Technical Assistant. The ideal candidate is a local...


View Job
Workshop Technical Assistant

Pretoria North: Junior Graphic Designer – Urgently needed posted by cmyk consultants

Signage company needs Junior graphic designer printer operator Coral draw literateAfrikaans and English speakingSober habits


View Job
Junior Graphic Designer – Urgently needed

Pretoria East: Personal Assistant for Director posted by Pulo Energy PTY LTD

Looking for a Personal Assistant for the DirectorMust have MatricMust have Degree in Law or HumanitiesMust have at least more than 5 years experienceSalary...


View Job
Personal Assistant for Director

Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in Pretoria, Jobs in South Africa, Other Management

More Jobs in Your Area