Transfers and Onboarding Consultant - Retail Investments (LISP)

Overview:

These include transfers into and from our client’s business to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer.

Responsibilities:

• Contact Life Companies to chase & expedite transfers in progress
• Understand specific transfer requirements for the various Life Companies
• Expedite unit transfers with various competitor unit trust management companies
• Create requirement checklists for investors / IFA’s
• Take full responsibility and own transfer process from cradle to grave
• Prepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparation
• Manage inbound calls from IFA’s and their assistants
• Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their offices
• Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)
• Manage flow of work in close conjunction with Advisor Liaison Consultant/Sales Consultant/RM (instructions, queries, requests, rejections)
• Manage exceptions
• Log and resolve queries. Be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RA
• Be approachable, available, and helpful as the point of escalation and clarity
• Identify trends and liaise with FNZ on a continuous basis
• Maintain agreed upon turnaround times on all administrative tasks
• Attend regular team meetings
• Build strong relationships with internal and external stakeholders

Requirements:

• B. Com degree with related experience within a LISP environment
• Minimum 5 years’ experience with Linked Products, Local Unit Trusts and Offshore Funds is essential
• Minimum 1 years’ experience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers
• Proficient in Microsoft Office
• Excellent business writing skills
• Strong knowledge of transfer processes and requirements