Consultant
About the company
Allan Gray is Africa’s largest privately-owned investment management company, managing more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. Our headquarters are in Cape Town, with additional offices across South Africa, as well as in Guernsey, Namibia and Botswana.
Why should you consider Allan Gray?
Our steadfast commitment to long-term investing extends to our people, our greatest assets. You will spend your days doing meaningful work and engaging with smart, inspiring colleagues. Growth is an essential part of your journey at Allan Gray, and leaders are accessible to help you develop your skills and set you up for success. Your physical and mental well-being are priorities, and access to services to support you in these areas are provided.
Purpose of the role
The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.
The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.
Responsibilities
â–ª Checking and accurately processing all incoming or pending instructions. These include:
â–ª New business transactions, e.g. opening a new investment account
â–ª Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
â–ª Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
â–ª Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
â–ª Knowledge of various legislative requirements relating to investment products
â–ª Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes
Job specification
â–ª Relevant business degree and/or job-related experience
â–ª Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage
Key attributes and competencies
â–ª Accuracy and attention to detail
â–ª Excellent time management skills
â–ª Excellent problem-solving skills
â–ª Client-focused with strong verbal and written communication skills
â–ª Self-motivated and agile with the ability to function well under pressure
â–ª Intermediate computer literacy skills in Microsoft Word or Excel
Location
The Silo Office, Cape Town
Please Apply here
Investment Service Consultant
Description
The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.
Job Summary
Why should you consider Allan Gray?
At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas.
Purpose of the role
Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.
Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray’s range of products and develop the necessary skills to confidently communicate with and educate our clients.
Job Responsibilities
- Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
- Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
- Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
- Take end-to-end ownership of transactions and ensure accurate record-keeping.
- Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.
Skills and Competencies
- This role is suited to individuals who are highly performance driven and seek new challenges.
- A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
- The role requires high adaptability, vigour and agility.
- Our consultants need to be empathetic and client focused.
- Strong verbal and written communication skills are essential.
- The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
- A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
- Consistently strong academic record.
Qualifications
A bachelor’s degree in Commerce or Business Science, specialising in (but not limited to) Finance, Economics, Statistics or Business Management.
Location
Cape Town
Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).
Closing Date
30 November 2025