Financial Advisor Assistant

2 weeks ago


Johannesburg, South Africa Denhagan Investment Services Full time

**Purpose of role**:
The incumbent is required to support the financial planners in providing excellent service to clients.

**Requirements**:
**General**
- Must have excellent knowledge of investment products
- Preference for investment management, financial planning, accounting, tax or CFP
- At least 2+ years’ experience in a financial services environment
- Knowledge of the financial services industry
- FAIS and FICA knowledge
- Professional verbal and written skills
- Drivers licence and own vehicle
- This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry - either specializing in client services or financial planning

**Computer Competency**

**Knowledge**
- General knowledge of financial markets
- Knowledge of investment products
- Rate of return and income tax (CGT)

**Personal Characteristics**
- Excellent verbal and writing skills
- Detail-orientated
- High levels of accountability and trust
- Multi-tasking
- Good people skills
- Strong ability to work under pressure
- Ability to work independently as well as within a team structure
- Professional and positive attitude

**Responsibilities: Administration**
- Follow up on various instructions with internal and external stakeholders
- Phone clients to request documents and schedule meetings
- Attend to client queries
- Draft and post quarterly reports
- Prepare documentation for client meetings
- Complete forms and liaise with clients for signing of documents and requesting any outstanding requirements
- Compile investment proposals
- Submit various instructions
- Track and monitor instructions: new business, _ad hoc_ top ups, withdrawals, switches, maturities, income benefit, income change and section 37 and section 14 transfers
- Manage the diary of the financial advisor by scheduling appointments or follow up meetings with clients.
- Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
- Ensure that legal and estate planning documents are compliant
- Constantly update FICA and FAIS

**Greater Office Contribution**
- Attending annual client presentations and other advice-related events
- General office management tasks including reception, facilities, diary management, stationery management etc.

**Salary**: R15,000.00 per month

Application Deadline: 2023/02/10


  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Innoradix Financial Planning Full time

    Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...


  • Johannesburg, South Africa 1.618 Financial Services Full time

    Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa SP International (Pty) Ltd Full time

    Brief description of the vacancy: Self-motivated and driven individual Goal orientated Minimum 2 years experience as a financial advisor Must have RE5 and grade 12 Must have a clean ITC record Must be able to sell and advise clients on retirement, investment, and risk planning. Appointments will have access to Old Mutual Corporation and Old Mutual...

  • Financial Advisor

    4 weeks ago


    Johannesburg, South Africa Miya Talent Consulting Full time

    JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa K2 Human Capital Consultancy Full time

    **Financial Advisors needed for Johannesburg and Durban Branch** **Duties** - Provide financial advise to client - Recruit new clients - Maintain a good relationship with existing clients - Inform and educate client on the financial products available **Qualification** - Matric or equivalent - RE 5 qualification - Related NQF Level 5...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Corner Life Insurance Full time

    Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa RAD Resources Full time

    We are seeking a motivated and client-focused Tied Financial Advisor to join our team. In this role, you will have the opportunity to work with clients to understand their financial needs and provide them with tailored financial solutions. Your primary responsibilities will include: - Conducting financial needs analysis for both life and investment planning...


  • Johannesburg, South Africa Fokus Personnel CC Full time

    Our client based in Sydney, Australia is looking to appoint South African Citizens Qualified within the Financial Services Sector. - Work sponsorship and immigration assistance if successful. - **To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply.**: - **Position Summary**: - As a Risk...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa KJM Health Wellness Full time

    we are looking for financial advisors with 5+ years experience in Johannesburg. **Job Type**: Temporary Contract length: 36 months Ability to commute/relocate: - Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)

  • Financial Advisors

    4 weeks ago


    Johannesburg, South Africa Edge Executive Search Full time

    Calling all Financial Advisors in Johannesburg, Kimberley and Bloemfontein to work for a reputable, insurance company selling long-term insurance solutions. **Requirements**: - Experience in Sales and financial services experience - Extensive training will be provided - Experience with long-term insurance products - Must have Matric - Must have drivers...

  • Financial Advisor

    5 days ago


    Johannesburg, South Africa IWCP (Insurance & Wealth Creation Professionals) Full time

    Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...


  • Johannesburg, South Africa The Recruitment Council Full time

    This leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services to join their team. **Responsibilities**: - Manage flow of work items (Instructions, queries, requests) - Manage exceptions of internal and external stakeholder - Log and resolve queries. Be able to give feedback on relevant queries as and when needed. -...


  • Johannesburg, South Africa Old Mutual Full time

    Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...


  • Johannesburg, South Africa Old Mutual Full time

    Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...


  • Johannesburg, South Africa Micah Govender Developments Full time

    Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e....


  • Johannesburg, South Africa Micah Govender Developments Full time

    Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following: ü Provision of office space and full infrastructure for financial advisors ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms ü Telephony services, i.e....

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa Ikho Direct Full time

    Liberty has an exciting career opportunity as a Financial Advisor. The Key purpose of the role is to provide professional services to clients. **Requirements and expertise**: - Degree in Finance - A passion for financial industry - Enjoy working with people - Enjoy working in a professional, corporate environment - Self-motivated and highly driven -...

  • Financial Advisor

    1 month ago


    Johannesburg, South Africa The Recruitment Council Full time

    Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing...


  • Johannesburg, South Africa The Recruitment Council Full time

    This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...


  • Johannesburg, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...