Internal Consultant

Job Description:

Assisting with client investment proposals, records of advice and report-backs, as well as general client correspondence and record keeping

Job Responsibilities:

• Reconciling Accounts, Query resolution and Payments.
• Communicating with Clients (Internal & External), as well as Third Parties.
• Collecting Client Data for account opening and investment implementation processes.
• Capturing, Instructing & Saving investment instructions.

Job Requirements:

• 2-3 Years experience in financial services ideally in a client servicing role.
• Proficient in English and Afrikaans
• Tertiary qualification in Financial and Investment Planning will be advantageous
• Knowledge and/or experience in the processing of financial products such as Unit Trust Investments, Retirement Products & Listed Shares