Financial Advisory Assistant

4 days ago

Cape Town, Western Cape, South Africa Hire Resolve Full time R200 000 - R300 000 per year
Position: Financial Advisory Assistant - 3 month contract

Location: Cape Town

Role Overview:

We are seeking a highly motivated and organised individual to join our team on a contract basis for 3 months as a Financial Advisory Assistant. The successful candidate will provide essential support to financial advisors in delivering high-quality service to our clients. This role involves assisting with administrative tasks, preparing financial reports and documents, and providing excellent customer service.

Key Responsibilities:
  • Assist financial advisors in managing client relationships and assessing their financial goals and needs.
  • Prepare and organise client financial documents and reports.
  • Conduct research on investment opportunities and market trends.
  • Communicate with clients via phone, email, and in-person meetings to address inquiries and provide updates on financial matters.
  • Coordinate meetings and appointments for financial advisors and clients.
  • Maintain accurate records of client interactions and financial transactions.
  • Assist with processing client payments, account transfers, and other financial transactions.
  • Collaborate with team members to ensure efficient and effective service delivery.
  • Stay informed about industry developments and regulatory changes that may impact clients' financial planning.
Qualifications:
  • Bachelor's degree/ Diploma in finance, business, or a related field.
  • Previous experience in a financial services/advisory role preferred.
  • Strong knowledge of financial planning principles and investment products.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational abilities.
  • Proficient in Microsoft Office suite and financial management software.
  • Ability to work independently and as part of a team.
This role offers an exciting opportunity to develop your career in the financial services industry and make a meaningful impact on clients' financial well-being. If you are a dedicated and proactive individual with a passion for finance, we encourage you to apply for this position.

Contact Hire Resolve for your next career-changing move.

  • Salary: R20,000/m - market-related
  • Apply for this role today on LinkedIn, or contact Christine Els at [email protected]
  • You can also visit the Hire Resolve website:  or email us your CV: [email protected]
  • Alternatively, apply via our portal and email [email protected]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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