About the team:
- The IP Sales Team is a national team that understands that advisors have a fundamental role to play in making investors aware of their financial needs and assisting them to save in a disciplined way towards achieving their goals. That is why, as the leading financial advisor-focused investment platform in South Africa, our world revolves around partnering with advisors to create great investment outcomes for their clients. Our highly experienced team is nimble and dynamic, constantly exploring ways to add value and look after the interests of the independent financial advisor. The team has a strong client service ethic, offering a diverse set of skills that provides on the ground support to assist with the needs of an ever-changing industry. By leveraging off our greater business and through optimal use of data and technology, we aim to provide input into areas such as investment insights, practice management as well as legal and tax matters. Through collaboration in generating efficiencies, we can support our advisor practices to deliver the best financial planning outcomes for their clients.
In this role you will:
Client responsibilities:
- Manage web navigation queries
- Manage web registration queries
- Assist with general queries and resolve promptly
- Engage in a professional manner with walk in direct clients
- Engage telephonically with direct clients
- Display good knowledge of the Ninety One Management Services LISP platform product offering, domestic and offshore
Sales Manager Support:
- Interface with advisor liaison team and manage the escalation of queries
- Prepare quotes, new business proposals and various reports
- Follow-up on large deals and queries when requested
- Launch PMA's
- Calculation of 120% additions
- Surrender calculation
- Receive and respond to broker authority notes
- Forward PDF documents to IFAs when required
- Submit change of advisor for end clients and sales managers
- Issuing new advisor codes
- Sending commission statements to IFAs
- Implement DocuSign voids
- Manage onboarding queries
Team assistance and general office administration:
- Booking of internal flights and accommodation for the team
- Assist with general facility management and payment of office accounts
- Management and ordering of marketing material and office supplies
- Process external invoices for payment and submit them to SA Accounts Payable
- Manage building access for external visitors and suppliers
- Manage boardroom MS Teams bookings and IT equipment
- Attend the quarterly facility meetings and upload the required registers
- Arrange courier pickups to collect documents as and when required
Management of client events to include the following:
- Engage with the channel manager in planning events
- Source and book event venues
- Load client attendance lists onto the Eventology system
- Manage and update RSVP responses
- Print name tags
- Liaise with event suppliers on food selections and venue set-up
- Track and log all client entertainment and gifts on compliance portal
- Attend client events where assistance is required
You should consider applying if you have:
- ‒ 3 – 5 years' experience in financial services
- General knowledge of Collective Investment Schemes and Investment Platforms, as well as commercial business knowledge
- An understanding of investment platform administration as well as a CFP or Registered Persons Exam will be advantageous
- An understanding of the Adviser environment
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- A strong belief in doing the right thing
- Driven by results
- Ability to recognise and embrace change