Jobs in

Ifa Jobs in South Africa

Jobs 1-10 of 31

Business Development Support

South Africa  R240K

of information to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant parties /> Supporting IBCs at events and networking with IFAs and data collection and follow up.
Assist preparation of presentations and pitches for prospective IFAs.
Relationship Management & Servicing
IFAs via email, phone, and in-person and Hospitality


Whatsapp button share this job on whatsapp

Business Development Manager At Private - Gauteng, Johannesburg

 Talent Guru InternationalJohannesburg  Undisclosed

external platforms; Have a strong existing network of IFA's, Fund of Funds, Private Wealth, and Tied Agency Agency brokers; Build strong relationships amongst IFA's, Fund of Funds, Private Wealth, and Tied Agency brokers portfolios and unit trust funds; A strong network of IFA's, Fund of Funds, Private Wealth, and Tied Brokers; innovation, delivery, and performance; Desired Skills: IFA Fund of Funds Private Wealth Desired Work Experience:


Whatsapp button share this job on whatsapp

Transfers And Onboarding Consultant - Retail Investments (lisp)

Cape Town Region  Negotiable

companies Create requirement checklists for investors / IFA’s Take full responsibility and own transfer process 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 give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client


Whatsapp button share this job on whatsapp

Transfers And Onboarding Consultant - Retail Investments (fixed Term Contract)

Cape Town Region  Negotiable

companies Create requirement checklists for investors / IFA’s Take full responsibility and own transfer process 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 give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client


Whatsapp button share this job on whatsapp

Operations Consultant

Gauteng

case is finalized and to maintain contact with IFA’s and clients. This person will need to be flexible relevant cut offs.Attending to queries from clients, IFA’s and internal customers and responding to queries queries on time and diligently.Providing clients/ IFA’s with superior levels of serviceMaintaining records clients / IFA’s on SiebelCorrect and timeous rectification of errorsLiaise with clients / IFA’s regarding


Whatsapp button share this job on whatsapp

Transfers And Onboarding Consultant - Retail Investments (fixed Term Contract) - Western Cape, Cape Town

 Rory Mackie & AssociatesCape Town Region  Undisclosed

companies Create requirement checklists for investors / IFA's Take full responsibility and own transfer process 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 give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client


Whatsapp button share this job on whatsapp

Transfers And Onboarding Consultant - Retail Investments (fixed Term Contract) NEW

Cape Town Region

companies Create requirement checklists for investors / IFAs Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFAs and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client


Whatsapp button share this job on whatsapp

Business Development Manager - Cogence

 Malander PlacementsBenoni

external platforms; Have a strong existing network of IFA’s, Fund of Funds, Private Wealth and Tied Agency brokers; brokers; Build strong relationships amongst IFA’s, Fund of Funds, Private Wealth and Tied Agency brokers portfolios and unit trust funds; A strong network of IFA’s, Fund of Funds, Private Wealth and Tied Brokers;


Whatsapp button share this job on whatsapp

Transfers And Onboarding Consultant - Retail Investments (lisp) - Western Cape, Cape Town

 Rory Mackie & AssociatesCape Town Region  Undisclosed

companies Create requirement checklists for investors / IFA's Take full responsibility and own transfer process 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 give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client


Whatsapp button share this job on whatsapp

Client Services Manager

Johannesburg  R540 000 Annually

instructions, reporting and attending to escalated Manco, IFA and client queries

  • Knowledge of systems such Excel reports
  • System reports to Mancos /IFAs
  • Escalation of telephonic queries
  • Escalation tasks/adhoc projects
  • Interact with clients/IFAs/Mancos to confirm/assist with client investments/resolve


    Whatsapp button share this job on whatsapp

  • Sign up for Free Job Alerts

    Average Annual Salary

    for Ifa jobs in South Africa
    R 390,000

    No. of Jobs added in the last week

    for this search.
    7