Investment Advisor Support Consultant

Investment Advisor Support Consultant

Bellville Cape Town
Market related

Forget repetitive admin. This is your chance to become the trusted link between advisers clients and investment specialists.

Is this you

You thrive in a fast-paced financial services environment where accuracy organisation and exceptional client service matter. Naturally proactive you enjoy building relationships solving problems and taking ownership of your work. Attention to detail professionalism and the ability to juggle multiple priorities come naturally to you.

What youll be doing (and why youll enjoy it)

Working closely with Investment Specialists youll prepare investment proposals mandates and client documentation manage workflows and deadlines and provide first-class support to advisers assistants and clients. Youll resolve queries coordinate service delivery and ensure every interaction reflects professionalism and compliance. Success in this role means delivering outstanding client experiences while becoming an essential part of a high-performing investment distribution team.

Where youll be doing it

Join an award-winning boutique asset manager recognised for its client-centric approach active investment management and commitment to excellence. Youll become part of a collaborative team that values integrity accountability continuous learning and exceptional service while supporting long-term business growth. Youll be fully office based in Bellville.

What youll need

Matric and at least 3 years experience in investment administration and adviser support or client services is essential. Strong administrative skills excellent written and verbal communication in Afrikaans and English sound time management and the ability to work accurately under pressure are essential. Knowledge of investment documentation compliance and stakeholder management will be highly advantageous.

What youll get

An opportunity with a respected investment management business exposure to experienced investment professionals ongoing learning opportunities and the chance to build a rewarding career within the investment and wealth management industry.

How to apply

For a confidential discussion please contact Claudette Du Preez on LinkedIn or send your CV to c (dot) - we appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone! Just give us a few days to work through your application.