Advisor Liaison Consultant - Retail Investments (09-month Fixed Term Contract)

Advisor Liaison Consultant - Retail Investments (09-month Fixed Term Contract) | Job Mail

Create a FREE Job Seeker Profile

Jobs Training & Courses Companies Hiring

Recruitment Employer Sign Up Post a FREE Vacancy Employer/Recruiter Registration

Login

Filter

Back

Cancel Apply Filter

Cancel Apply Filter

Back Back Back Back

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Industry

Province

City

Suburb

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

Cancel Apply Filter

+2 more

Clear All Filters

Create a Job Alert

138 Other Management jobs in Cape Town on Job Mail

Verified Ad

Apply Now

Advisor Liaison Consultant - Retail Investments (09-month Fixed Term Contract)

Rory Mackie & Associates

Sunday, 17 May 2026

2

Management - Other Management

Cape Town

PART TIME

R400 000,00 - R600 000,00 (PER MONTH)

Job Specification

Company

Reference Number

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 client’s 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 IFA’s, their assistants, and administration office

Work collaboratively with IFA’s 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

Rory Mackie & Associates

Recruiter

Apply Now

Refer a friend

×

Please sign in to save this Job Ad

×

Please sign in to .

You will receive an email when a new job matching your criteria is posted.

Manage Alerts

Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:

Response from employers

Being able to log in and update your profile

Apply for more jobs

Didn't receive the link? Resend Verification Link

Job Mail uses cookies to ensure you get the best experience on our website. View Settings

Accept All

Job Details

• Country : Afrique du Sud

• Contract Type : CDD

---

**

[Click the Apply button below to see the contact details]