Advisor Consultant (IFA support)

Our client is a boutique investment company based in the northern suburbs of Cape Town. They now have a new role for a  Advisor Consultant (AC) in their Durbanville office. This role offers key operational support role within the companies distribution team, responsible for enabling business growth through exceptional client service, technical expertise, and administrative efficiency. Acting as a central point of contact for advisers, assistants, and clients, the AC ensures that all investment proposals, documentation, and service interactions are delivered with accuracy, professionalism, and compliance. This role is ideal for a detail-oriented, proactive individual who thrives in a fast-paced financial services environment and is passionate about delivering a seamless client experience.

Role Overview

The AC supports Investment Specialists by managing administrative tasks, preparing investment documentation, and maintaining strong relationships with advisers and their support teams. The role ensures that all client service requirements are met efficiently and that advisers are empowered to focus on relationship-building and business development.

Key Responsibilities

Proposal & Documentation Preparation

• Prepare and submit investment proposals and supporting documents within agreed SLAs.
• Ensure all correspondence, presentations, and mandates are accurate, compliant, and professionally formatted.
• Maintain standardised proposal formats and assist in mandate facilitation.

Task & Workflow Management

• Manage task lists, priorities, and deadlines across multiple Investment Specialists.
• Ensure timely completion of deliverables with minimal delays.

Client & Adviser Support

• Respond to adviser, assistant, and client queries via phone and email with professionalism and efficiency.
• Escalate and resolve queries through appropriate channels.

Sales Support & Service Delivery

• Provide general administrative and operational support to advisers and their teams.
• Deliver proactive, innovative service that exceeds client expectations.

Professionalism & Team Collaboration

• Demonstrate a positive, solution-oriented attitude and support colleagues proactively.
• Contribute to a collaborative and high-performance team culture

Responsiveness & Ownership

• Take initiative and complete tasks with minimal supervision.

Communication & Service Orientation

• Communicate clearly and courteously in all client and internal interactions.

Learning & Adaptability

• Show openness to feedback and eagerness to learn.
• Adapt to new systems and processes in a dynamic investment environment.

To apply for this role, please send your CV and supporting documentation to operations@asearch.co.za