Job Title: Service ConsultantReporting To: Service Team ManagerJob Description:We are seeking a highly organized and detail-oriented individual to join our team as a Service Consultant.
This role provides crucial administrative support to advisors, ensuring the efficient execution of all client service-related processes.
The ideal candidate will be a proactive problem-solver with strong communication skills, capable of managing multiple tasks and maintaining a high standard of client service.Key Responsibilities:Draw investments and risk quotes to assist advisors in offering the best solutions to clients.Prepare and organize new business files, including applications, for advisors.Submit new business applications and manage the entire process to ensure timely execution.Manage existing business queries, providing updates to advisors and clients promptly.Ensure compliance documents are received, properly stored, and organized.Perform general administrative duties across all product lines offered to clients.Liaise with product providers, clients, and suppliers to ensure smooth operations.Assist in preparing for quarterly and annual compliance audits, ensuring all necessary documentation is in place.Skills and Attributes:Proficiency in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint, MS Teams).Strong initiative, capable of taking ownership of tasks and projects.High attention to detail and accuracy.Ability to organize work efficiently and manage competing priorities.Professional and presentable appearance.Reliable transport for commuting to work.Ability to perform well under pressure and meet deadlines.Excellent team player with good interpersonal skills.Strong written and verbal communication abilities.Required Knowledge / Experience:At least 5 years of experience as a Service Consultant in the financial planning industry.Experience with X-Plan or similar industry-related tools would be an advantage.Strong computer literacy and familiarity with office software.Minimum Qualifications:Matric or equivalent high school qualification.
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