Regional Advisor Services Consultant

Ninety One; Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Ninety One is seeking a client servicing professional to support Financial Advisor Offices with product, process, and transaction inquiries. You will manage queries, log issues, and ensure timely follow-up, collaborating with IFA partners and administrators.

The role emphasizes data analysis of broker activities, strengthening relationships with stakeholders, and delivering accurate communications and feedback. Proficiency in Microsoft Office and strong writing skills are essential.

Qualifications

• Minimum 3–5 years relevant industry experience.
• 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.

Responsibilities

• Manage flow of work items (Instructions, queries, requests).
• Resolve rejections via email or telephonic.
• Manage exceptions of internal and external stakeholders.
• Log and resolve queries with feedback as needed.
• Handle inbound calls from IFA’s, assistants, and administration offices.
• Collaborate with IFA’s and stakeholders.
• Submit, track, and feedback on instructions to Advisors and Advisors’ Assistants.
• Maintain turnaround times on administrative tasks.
• Perform data analysis around client/broker corporate activities to improve ease of business and avoid service failures.
• Present Broker Corporate analysis to IFA assistants.
• Communicate active transactional rejections and queries to IFA assistants.
• Formulate and implement solutions based on Broker Corporate analysis.
• Promote use of our transactional web.
• Report internal gaps to Business Improvement and share with peers.
• Attend regular team meetings.
• Understand changing servicing needs of Advisors.
• Build strong relationships with internal and external stakeholders.
• Support brokers and trainer assistants.

Skills

Industry experience

MS Office

Business writing

Afrikaans

Stakeholder management

Client servicing

Education

Business degree

Matric with maths & English

RPE/CFA/CFP advantageous

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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