Transfers and Onboarding Consultant | SandtonOnly for registered membersZAR 300000 - 400000Join 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 progressUnderstand specific transfer requirements for the various Life CompaniesExpedite unit transfers with various competitor unit trust management companiesCreate requirement checklists for investors / IFA'sTake 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 preparationManage inbound calls from IFA's and their assistantsAlways 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 exceptionsLog and resolve queries.
Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RABe approachable, available, and helpful as the point of escalation and clarityIdentify trends and raise with FNZ on a continuous basisMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsBe able to build strong relationships with internal and external stakeholdersQualifications:A business / commercial degree with related industry experienceExperience:Minimum 5 years' experience of Linked Products, Local Unit Trusts and Offshore Funds is essentialMinimum 1 years' experience in dealing with Section 14, Living Annuity, voluntary products and offshore transfersProficient in Microsoft Office PackageExcellent business writing skillsStrong knowledge of transfer processes and requirementsAttributes:The ability to build and maintain meaningful relationshipsA client focused and collaborative approachHigh conviction and be comfortable sharing opinionsAbility to analyse, interpret and assimilate information
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