Transfers And Onboarding Consultant | Sandton

Findojobs South Africa • Other • Other (Gauteng, South Africa) • $300 - $400 / year • 1d ago

Transfers and Onboarding Consultant | Sandton

Only for registered members

ZAR 300000 - 400000

Join one of South Africa’s leading Independant FSP’s as a Transfers and Onboarding consultant and you will be responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.

Responsibilities:

Contact Life Companies to chase & expedite transfers in progress
Understand specific transfer requirements for the various Life Companies
Expedite unit transfers with various competitor unit trust management companies
Create requirement checklists for investors / IFA’s
Take full responsibility and own transfer process from cradle to grave:
Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
Manage inbound calls from IFA’s and their assistants
Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices.
Submit, track, and give feedback to sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)
Manage exceptions
Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
Be approachable, available, and helpful as the point of escalation and clarity
Identify trends and raise with FNZ on a continuous basis
Maintain agreed upon turnaround times on all administrative tasks
Attend regular team meetings
Be able to build strong relationships with internal and external stakeholders

Qualifications:

A business / commercial degree with related industry experience

Experience:

Minimum 5 years’ experience of Linked Products, Local Unit Trusts and Offshore Funds is essential
Minimum 1 years’ experience in dealing with Section 14, Living Annuity, voluntary products and offshore transfers
Proficient in Microsoft Office Package
Excellent business writing skills
Strong knowledge of transfer processes and requirements

Attributes:

The ability to build and maintain meaningful relationships
A client focused and collaborative approach
High conviction and be comfortable sharing opinions
Ability to analyse, interpret and assimilate information

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