South Africa: Advisor Liaison Consultant – Team Leader posted by Rory Mackie & Associates
Posted on 2025-07-06 00:00:00
| Employer | Rory Mackie & Associates |
|---|---|
| Category | Other Management |
| Location | South Africa / South Africa |
Job Summary
Overview:
Our client is seeking a Advisor Liaison Consultant Team Leader who will be responsible for the servicing of the Financial Advisor Officer’s with any matter relating to our clients products, processes, transactions, web as well as general queries around our clients investments. Our client advocates excellent client service and strive to be the number one service provider. Our client promotes an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
Responsibilities:
Workflow Management:
- Daily management of all relevant dashboards i.e., AWD and emails
- Decision making on how and where to allocate cases for escalation and ensuring follow through
- Ensuring that SLAs are met at all times and informing management where needed
- Determining possible shortcomings of current dashboard and proposing changes, additions, simplification
Human Resource Management:
- Manage team performance with regards to key measures
- Interpret and communicate strategy to team and translates strategy into tactics
- Implementation of our client service values and culture
- Diversity management
- Facilitates teamwork
- Facilitates motivated team
- Recruitment interviewing
- Performance management (contracting, feedback, address non-performance)
- Facilitation of the identification of individual and team training gaps, and the facilitation of training individual/team solutions
- Coaching (not counselling)
- Conflict management
- Facilitation of disciplinary and grievance procedures
- Short term (daily) Operational planning (coordination of team functions)
- Staff capacity planning e.g., leave, etc.
- Team performance monitoring monitors KPIs, identifies trends, and addresses issues pro-actively
- Manage the quality and alignment of QA process
- Succession Planning
Incoming and Outbound phone call Management:
- Call tracking
- Management Reporting around consultants
- Phone interaction performance management
Client Management:
- Sales Team:
- Set up and drive monthly meetings with sales team
- Determine suitable agenda to discuss topical matters and value add items
- Consider and review regular trend analysis from Solutionist Manager. Includes profiling of clients
- Broker Corporates (Clients):
- Study Top 20 client list
- Identifying threats and opportunities on client side and act accordingly so that threats may be mitigated, and opportunities capitalized
- Building a relationship with identified top advisors and manage service expectations in terms of regular check ins, phone calls and/or meetings
Vendor Management:
- Representing Advisor Liaison at meetings with vendors in order to extract maximum value from our service providers
Projects/UI Testing/New Initiatives:
- Form part of initial discussions around collecting of requirement, specification of requirements and impact on business team
- Decision making around availing resources for developing, testing and implementation
- Management of the follow through and assessment of the success or failure of the implementation
- Identification of the need for new processes, present business case to Business Manager and Solutions Manager
- Manage the Solutionist Manger until solution is found and initiated
Requirements:
- B. Com degree with subjects Economics and/or Finance
- Or other relevant qualifications: SAIFM (South African Institute of Financial Markets AKA registered persons), CFA, CFP would be advantageous
- 5 to 7 years experience within the LISP industry
- Demonstrable management skills
- Management of Human Resources, Business Processes, Change, Manager Dashboards/Data, Capacity and Client Relationships
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential or previous experience in financial services
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in South Africa
More jobs in South Africa
Browse Other 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
Sandton: Network Product Sales Engineer posted by Hikvision South Africa
Familiar with the mainstream network communication product brands and distribution channels in the South African market. Has a history of cooperation with...
View Job
Network Product Sales Engineer
Boksburg: Sales Specialist – Urgently Needed posted by Zoomlion South Africa
Locations Boksburg, Durban, Bloemfontein, Middelburg and LimpopoJob ResponsibilitiesMeeting monthly sales targets.Prospecting, qualifying and generating new...
View Job
Sales Specialist – Urgently Needed
Sandton: Business Development Manager posted by Hikvision South Africa
Should have large experience for developing Industrial market by approaching and building solid relationship with both Distributors and End Users.Good...
View Job
Business Development Manager
South Africa: Key Accounts Manager
Minimum Requirements Must have a minimum of 5 years experience as a Key Accounts Manager in the Paint Manufacturing Industry Relevant Tertiary Education...
View Job
Key Accounts Manager
South Africa: Diesel/Petrol Mechanic | Netherlands
Duties Responsibilities Perform maintenance, diagnostics, and repairs  on a variety of petrol and diesel vehicles and machinery. Inspect, troubleshoot,...
View Job
Diesel/Petrol Mechanic | Netherlands
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
South Africa: AutoCAD 2D Draughtsman – Blouberg, Cape Town – R15 000 to R18 000, based on experience
AutoCAD 2D Draughtsman - Blouberg, Cape Town - R15 000 to R18 000 , based on experience Were recruiting on behalf of an innovative and fast-growing space...
View Job
AutoCAD 2D Draughtsman – Blouberg, Cape Town – R15 000 to R18 000, based on experience
South Africa: Qualified Accountant
Qualified Accountant Stikland Brackenfell Cape Town Our commercial client in Stikland Brackenfell Cape Town is looking for a SAIPA Acountant with SAIPA...
View Job
Qualified Accountant
South Africa: Sales Executive – Global Logistics | Freight Forwarding
The focus of this role will be to achieve results by driving strong business development initiatives whilst being fully embraced in a supportive and team...
View Job
Sales Executive – Global Logistics | Freight Forwarding
South Africa: General Manager (Country Manager)
Purpose of the Role To oversee the daily operations of the Business Unit, manage ïnancial performance cost control and commercial commitments against...
View Job
General Manager (Country Manager)
South Africa: Attorney
Minimum requirements Admitted Attorney Experience in RAF and Medical Malpractice Available Immediately Consultant Nadine van Zyl - Dante Personnel Centurion
View Job
Attorney
South Africa: Account Executive | Courier Industry
This will be a dual role with 50 focus on taking full ownership of an allocated customer portfolio, engaging with key stakeholders, and overseeing the...
View Job
Account Executive | Courier Industry
South Africa: DELIVERY MANAGER (AUTOMATION – RPA) – CAPE TOWN/JHB – UP TO R60K PER MONTH
A leader in intelligent automation is expanding their RPA Robotic Process Automation offerings and looking for a highly capable Delivery Manager to join...
View Job
DELIVERY MANAGER (AUTOMATION – RPA) – CAPE TOWN/JHB – UP TO R60K PER MONTH
South Africa: Full Stack Developer
Full Stack Developer Join a Mission-Driven Lending Platform as the First Tech Hire Cape Town Hybrid Foreshore Market-Related 9am - 5pm UK Hours About Our...
View Job
Full Stack Developer
South Africa: Senior Accountant
Are you a detail-oriented accounting professional ready to make an impact in a global technology company? Were seeking a Senior Accountant to join our...
View Job
Senior Accountant
South Africa: PP 15848 – Civil Engineer – Cape Town
Employer Description Our Client is a modern multi-disciplinary engineering consultancy with a 68-year established presence in South Africa. They have...
View Job
PP 15848 – Civil Engineer – Cape Town
South Africa: PP 15827 – Pr Eng Structural Engineer – Cape Town
Employer Description Our Client is a modern multi-disciplinary engineering consultancy with a 68-year established presence in South Africa. They have...
View Job
PP 15827 – Pr Eng Structural Engineer – Cape Town
South Africa: Recruitment Consultant – Life Sciences
Recruitment Consultant Life Sciences Cape Town-Based Join a fast-growing international recruitment team focused on the high-impact life sciences sector....
View Job
Recruitment Consultant – Life Sciences
South Africa: Chief Technology & Digital Transformation Officer (CTO) (Dar es Salaam)
A well-established financial services group in Dar es Salaam is seeking a Chief Technology and digital Transformation Officer CTO to lead its...
View Job
Chief Technology & Digital Transformation Officer (CTO) (Dar es Salaam)
South Africa: Group Consolidations Accountant
Key Responsibilities Preparing monthly consolidation packs for the entire Group, ensuring accuracy and checks on balances and reconciliations. Preparing...
View Job
Group Consolidations Accountant
South Africa: Team Lead/ Full Stack JavaScript Angular Engineer – REMOTE – R1.38m PA
Were building powerful, user-focused software that shapes the future of digit a experiences. Were a collaborative, forward-thinking team with a passion for...
View Job
Team Lead/ Full Stack JavaScript Angular Engineer – REMOTE – R1.38m PA
South Africa: Senior Microsoft Data Engineer posted by Carlysle Human Capital
5 years of experience in building Data Warehouse solutions Required skills Data Warehouse Theory, SQL, ETLELT, Project Management Skills required Snowflake,...
View Job
Senior Microsoft Data Engineer
South Africa: Financial Manager
Key responsibilities Planning, coordinating and Preparation of the Group Annual Financial Statements and Company Annual Financial Statements. Planning,...
View Job
Financial Manager
South Africa: TJ 15870 – ORACLE NETSUITE CONSULTANT (12 month FTC – ETHIOPIA)
Employer Description An international gold mining company Based in Ethiopia Job Description Configuring, customizing, and maintaining the NetSuite platform...
View Job
TJ 15870 – ORACLE NETSUITE CONSULTANT (12 month FTC – ETHIOPIA)
South Africa: Moderator
Moderator Support and safeguard online communities through thoughtful content moderation. Remote, UK-based Market-related salary UK working hours About...
View Job
Moderator