Service Consultant

SUMMARY:
Join Our Team as a Service Consultant – Drive Client Success and Administrative Excellence in Financial Planning!

POSITION INFO:

Job Title: Service Consultant
Reporting To: Service Team Manager

Job 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.