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Job Summary Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within the organisation. To assist with administrative support in other offices as needs arise. ROLES AND RESPONSIBILITIES Draw Investments and Risk quotes. Preparing new business files for advisors applications. Submit new business and manage all related processes. Manage existing business queries and keep advisor and client updated. Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs. Ensure all compliance documents are received and stored. Perform general administration duties on all product lines offered to clients. Liaise with product providers (call center agents, consultants, and marketing support), clients, and suppliers in the execution of your duties. Assist in preparing for quarterly and annual compliance audits. Requirements: SKILLS AND ATTRIBUTES Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams) Own transport (access to reliable transportation to and from Century City Cape Town) Excellent written and verbal communication skills REQUIRED KNOWLEDGE / EXPERIENCE Good computer literacy Minimum 5 years experience as a Service Consultant in the Financial Planning Industry. Experience in the use of X-Plan or other industry-related tools would be an advantage REQUIRED QUALIFICATIONS Minimum Matric

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