Financial Advisor Assistant

1 week ago


Pietermaritzburg, South Africa Pronel Personnel Full time

Our client is seeking an experienced financial advisor assistant to join their team and assist in growing their client base. Will be responsible for providing administrative and operational support. Incumbent would need to have experience in the **_financial services_** industry. Duties include:

- Performing administrative tasks such as scheduling appointments, preparing documentation, resolving client service requests and ensuring all compliance is up to date
- Provide ongoing service and support to clients - liaising with various financial insurance, investment companies
- Identify opportunities to increase revenue

Would need to be detail orientated and able to work in a fast paced environment and be committed to providing exceptional customer service. Proficiency in XPLALN beneficial.



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