Investment Client Advisor at OUTsurance

Job Description

Duties

• You will be part of the established front office services team to provide investment advice to prospective and existing clients with regards to our investment product offering supported by our online advice systems.

• You will assist in answering client queries related to their OUTvest products and provide guidance to clients as well as record all advice provided in a clear and readable form.

• You will be required to become well versed in the world of investments, including a deep understanding of unit trusts, tax-free savings accounts, retirement annuities, endowments, preservation funds and many other aspects of the investment industry. This will include personal study and other investment related training that will be determined by management from time to time.

• Handle complaints and manage the process through our internal complaints handling process.

• Provide feedback to management regarding client queries and various related tasks

• Assisting OUTvest with client retentions and related tasks.

• Assisting with various aspects of client servicing to ensure that OUTvest clients’ experience awesome service with regards to their investments

What does the role offer?

• The opportunity to be part of a new generation of investment advice provider in South Africa and learn how a robot-advisor and human advisor work together to generate investment outcomes for clients.

• Grow your career in the investment advisory field through developing financial advice skills as well as gaining a deeper understanding of the operational world of investment administration.

• You have an opportunity to deal with a host of various different clients with specific investment needs and objectives, which in turn contributes toward making you a well-rounded financial advisor developing some of the much needed softer skills necessary to thrive in this dynamic financial services environment.

Remuneration

• A fixed CTC salary

What kind of person are you?

• Honesty, integrity and respect are values that underline your character

• You are passionate about providing high quality investment advice to help clients make better investment decisions and are interested in the world of investment

• You go above and beyond the norm

• Flexible and adaptable

• Embrace change

• Eye for detail

• Diligent and thorough

• Absorb pressure well

• Patient and good listener

• Enjoy a high paced, quick moving environment

• Focused and professional

Qualifications

Educational and experience requirements

• Have previous call centre and / or client facing experience

• You have obtained your FAIS representatives qualification (RE 5)

• You have a qualification recognised by the FSCA or close to completing a recognised qualification as part of the FAIS fit and proper requirements

• You have obtained your Class of Business (COB) training as per the FSCA fit and proper requirements for categories: Investments, Pension Fund Benefits and Long-Term Insurance

• You have experience in offering financial advice on retirement annuities, preservation funds and discretionary investments (unit trusts)

• You have worked in the financial services industry specifically dealing with investments

• You already have or would like to continue your studies toward the CFP® designation or other financial planning or investment related designations / qualifications