Advisor Services Consultant for Financial Advisors

Ninety One; Durban; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Ninety One, Durban-based, is seeking a service-focused professional to support Financial Advisor Offices with product, process, and transaction inquiries and general client questions. You will work with IFAs and internal teams to ensure smooth operations and timely responses.

You will join a collaborative, client-centric team that values service excellence, innovative thinking, and proactive problem-solving in a dynamic financial environment.

Qualifications

• Minimum 3–5 years relevant industry experience.
• Business-focused degree required.
• RPE/CFA/CFP advantageous.
• Matric with core mathematics and English as pass subjects.
• Experience with Linked Products, Local Unit Trusts and Offshore Funds is essential.
• Proficient in Microsoft Office Package.
• Excellent business writing skills.
• Afrikaans would be an advantage (read/write/speak).

Responsibilities

• Manage flow of work items (Instructions, queries, requests).
• Resolve rejections via email or telephonic contact.
• Handle internal and external stakeholder exceptions.
• Log and resolve queries and provide feedback when needed.
• Handle inbound calls from IFAs, assistants, and admin office.
• Collaborate with IFAs and stakeholders to deliver service.
• Submit, track, and feedback on instructions to Advisors and Assistants.
• Maintain agreed turnaround times for admin tasks.
• Perform data analysis on Client/Broker activities to improve service.

Skills

Relationship building

Results driven

Analytical thinking

Communication skills

Education

Business degree

Matric with Math and English

Tools

Microsoft Office

Job description

Ninety One, Durban-based, is seeking a service-focused professional to support Financial Advisor Offices with product, process, and transaction inquiries and general client questions. You will work with IFAs and internal teams to ensure smooth operations and timely responses.

You will join a collaborative, client-centric team that values service excellence, innovative thinking, and proactive problem-solving in a dynamic financial environment.