Job summary

Cape Town, South Africa, Africa
Career Level:
Mid Career (2+ years of experience)
Job type:
Full time
Apply before:
14 b, 2017

Operations Consultant

About this job


This position is within the Retail Division of Allan Gray Limited and the candidate will be reporting to the Team Coordinator. The job requires the candidate to work actively within a team but also independently.

The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain contact with IFA or client during this process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.




Relevant experience 

Relevant Business Degree and/or Job Related Experience would be an advantage. 

Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.

Intermediate Computer Literacy – Word, Excel, Email

Skills/Competencies and experience

Accuracy and Attention to Detail

Excellent Time Management Skills

Excellent Problem Solving Skills

Excellent Verbal and Communication skills

Ability to function well under pressure

Client focused and self-motivated

Ability to work effectively as part of a team but also independently.

Ability to accept responsibility for all tasks done


Screening questions

(Attach your answers in PDF format 

Motivate why you are the best suited candidate for this position.


Main responsibilities

Processing of incoming instructions in respect of:

New business transactions

Existing business transactions (investments, retirement’s, withdrawals, switches, transfers, cessions and estate lates)

Amendments to existing client information (investors, advisors, employers)

Validating all incoming instructions with regards to:

Various legislative requirements relating to all applicable products

Completeness and accuracy of instruction from client/IFA

Proof of payment or money transfer

FICA requirements complied with (where relevant)

Ensuring all incoming work is captured within required turnaround times and before relevant cut off times.

Attending to queries from clients, IFA’s and internal customers and responding to queries on time and diligently.

Providing clients/ IFA’s with superior levels of service

Maintaining records of all interactions with clients / IFA’s on Siebel CRM.

Correct and timeous rectification of errors

Liaise with clients / IFA’s regarding the correct implementation of instructions received to meet with our service delivery standards.

Support fellow team members and Team Coordinator.

Add hoc duties as may be required from time to time.

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