Investment Consultant, Cape Town

Investment Consultant, Cape Town.

One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint an Investment Consultant with a minimum of 2 years of experience in life insurance, including pension funds.

The position is within a division responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.

The purpose of the role is to maintain a high standard of service by building strong relationships and delivering excellent client service to clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed, and that any pending instructions are followed up on. You will report to a team leader, requiring you to work collaboratively within a team while also being able to operate independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include :

New business transactions, e.g. opening a new investment account

Job specification

Key attributes and competencies

If you are interested kindly submit the following MERGED documents :

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