About the position
Investment Advisor Support Consultant Are you ready to be the engine behind top-performing Business Development Consultants in a fast-paced investment environment? Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
Bellville, Cape Town
Market related
You're detail-oriented, proactive and thrive on delivering exceptional service. You take pride in accuracy, enjoy juggling priorities, and communicate confidently with advisers and clients alike. Calm under pressure, solutions-focused and eager to learn, you bring a professional, can-do attitude to everything you do and enjoy being a trusted support in a high-performance team.
You'll support investment and business development professionals by preparing and submitting compliant investment proposals, mandates and documentation within agreed SLAs. You'll manage workflows and priorities across multiple stakeholders, respond to adviser and client queries, and ensure seamless service delivery through efficient administration. Alongside this, you'll contribute to a collaborative team culture, take ownership of tasks with minimal supervision, and adapt quickly to new systems and processes in a dynamic financial services environment.
You'll join an award winning fund manager, known for its strong adviser partnerships, client-centric approach and commitment to excellence. The culture is professional, collaborative and performance-driven, with a clear focus on quality, compliance and long-term relationships. You'll be fully office based in lovely offices in Bellville, Cape Town.
You'll have experience in an administrative or support role within retail investments, ideally linked to investments or adviser support. Strong organisational skills, high attention to detail, and the ability to manage multiple priorities are essential. You'll need to communicate clearly and professionally, be comfortable working to deadlines, and show a willingness to learn and grow within an investment environment. You need to be fluent in Afrikaans and only candidates currently living in Cape Town can be considered.
A newly created role with endless possibilities backed by a market-related salary, exposure to a professional investment team, ongoing learning opportunities and the chance to build a long-term career in financial services within a supportive, high-performance culture.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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.
Desired Skills:
- Investment Admin
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
