Regional Advisor Services Consultant

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

About us:

Ninety One is an independent, active global asset manager withR3,9 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at31 March 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.

In this role you will:

• Manage flow of work items (Instructions, queries, requests)
• Resolve rejections via email or telephonic
• Manage exceptions of internal and external stakeholder
• Log and resolve queries. Be able to give feedback on relevant queries as and when needed
• Manage all inbound calls from IFA’s, their assistants, and our administration office
• Work collaboratively with IFA’s and all relevant stakeholders
• Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
• Maintain agreed upon turnaround times on all administrative tasks
• Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
  • Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
  • Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
  • Formulate and implement solutions based on Broker Corporate analysis
  • Promote the use of our transactional web
  • Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable
• Attend regular team meetings
• Understand the changing servicing needs of Advisors
• Be able to build strong relationships with internal and external stakeholders
• Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants

You should consider applying if you have:

• Minimum 3 – 5 years relevant industry experience
• A business focused degree
• RPE/CFA/CFP will be advantageous
• Matric qualification having passed both core mathematics and English
• Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
• Excellent understanding and navigation of Ninety One systems
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Business Afrikaans (reading, writing, and speaking) will be an advantage

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• Driven by results
• Recognise that the engine of career growth is driven by the individual
• Ability to analyse, interpret and assimilate information

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