About the position
Position open to all races!
We looking for 3 people; 1 based in Sandton, 2 at Cape Town office
Key Purpose
The Investment Specialist is responsible for driving investment growth, product positioning and franchise enablement through deep investment and product expertise, structured support and targeted training. Operating within the technical marketing team, the role provides high-impact specialist support to franchises, Business Consultants (BCs), Independent Financial Advisers (IFAs) and tied advisers, with a specific focus on the activation and enablement of new IFAs to confidently position and sell investment solutions. The role identifies growth opportunities and drives adviser understanding, positioning and adoption of products.
This role bridges strategy and execution by combining technical investment knowledge, training, commercial insight and relationship management to activate new advisers, build sustainable assets under management, and improve client investment outcomes.
RESPONSIBILITIES:
IFA Activation & Growth
- Proactively activate new IFAs to support the Investment Company.
- Identify and address barriers to entry, including product understanding and positioning through tailored specialist support
- Partner with BCs and relationship managers to identify dormant or low-activity IFAs and implement structured reactivation plans
- Leverage expertise in the products, funds and the broader ecosystem to support IFAs with appropriate product and fund selection, positioning, client conversations, and effective use of the company's integrated ecosystem and value proposition.
- Track and monitor IFA activation progress, identifying opportunities to deepen engagement and increase investment flow
Opportunity Identification & Analysis
- Identify new business and growth opportunities across franchises in collaboration with relationship managers.
- Conduct book and quote system analysis to identify trends, gaps and activation opportunities.
- Support low-activity IFAs and tied advisers with targeted engagement strategies.
- Provide structured insights and feedback to technical marketing and relationship management teams based on adviser feedback, behaviour and onboarding experience.
Adviser & Franchise Enablement
- Provide specialist investment support and insights across products, funds and platforms to BCs, tied agents and IFAs.
- Enable BCs and advisers to confidently position solutions through structured guidance and insights.
- Support consistent investment engagement across franchises through regular collaboration and interaction.
- Deliver differentiated, high-touch support to priority advisers and key franchise relationships.
- Partner with distribution teams to align investment activity with broader business and growth objectives
Product & Fund Positioning
- Support the rollout of new products and funds.
- Develop and deliver simple, repeatable positioning frameworks for BCs and advisers.
- Support targeted investment campaigns with franchises aimed at driving adviser activation and new product/fund adoption.
- Deliver quarterly investment and fund overviews to BCs, key brokers and IFAs.
Training & Capability Development
- Design and deliver structured investment training aligned to technical marketing strategy and product priorities
- Build and strengthen investment capability across the distribution network, including Business Consultants (BCs), Agents, IFAs and Franchise Directors
- Lead onboarding and activation-focused training for new IFAs to enable confidence, competence and early conversion
- Deliver targeted investment education to address knowledge gaps, under-penetrated product lines and evolving market or product developments
- Enable the effective adoption of new products through clear technical training, practical application guidance and consistent messaging
QUALIFICATIONS & EXPERIENCE:
- Relevant tertiary qualification or equivalent NQF
- Strong investment knowledge and technical understanding
- Solid client-facing experience
- Sound understanding of the investment landscape, including:
- Investment funds and products
- Performance analysis
- Portfolio construction
- LISP platforms
- 5-10 years' relevant experience
Desired Skills:
- Fund Management
- IFA Support
Desired Work Experience:
- 5 to 10 years Investments, Insurance & Assurance
Desired Qualification Level:
About The Employer:
Launched in 2007, the Investment Company offers the full range of investment products for any client need, providing access to our top performing range of funds as well as a wide selection of leading local and international fund managers. Recently, launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities.
