Financial Advisor Assistant

3 days ago

Pretoria, Gauteng, South Africa Hire Resolve Full time R120 000 - R180 000 per year

Hire Resolve's client is looking for a Financial Advisor Assistant in Pretoria. As part of our client's dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships.

Responsibilities:
  • Assist Financial Advisors in preparing and reviewing financial plans
  • Create and maintain comprehensive client records and reports
  • Conduct market research to identify investment opportunities
  • Provide timely responses to client inquiries and service requests
  • Coordinate appointments and manage schedules for Financial Advisors
  • Assist in the onboarding process for new clients
  • Ensure compliance with industry regulations and policies
  • Support various administrative tasks as required
Requirements:
  • Minimum of 1-2 years experience in a similar role within the financial services industry
  • RE5 certification is beneficial
  • Prior experience in life insurance and investment planning
  • Strong understanding of financial products and services
  • Proficient in MS Office applications, particularly Excel and PowerPoint
  • Superior communication and client-facing skills
  • Team player with a proactive approach to problem-solving
  • Ability to manage sensitive information responsibly
Benefits:
  • Salary negotiable

Contact Hire Resolve for your next career-changing move today. Apply by visiting the Hire Resolve website:  or email us your CV: [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.

  • Financial Advisor Assistant

    3 days ago

    Pretoria, Gauteng, South Africa Hire Resolve Full time R900 000 - R1 200 000 per year

    Hire Resolve' client is seeking a dedicated and detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing superior financial planning and investment advice to clients. The ideal candidate will have strong organizational skills, excellent communication abilities, and a passion for helping clients achieve their...

  • Financial Assistant

    3 days ago

    Pretoria, Gauteng, South Africa Aquat Consulting Full time R80 000 - R120 000 per year

    Our company is looking for a dedicated and talented Financial Assistant to join our team in the finance department. If you are an organized person, attentive to detail and passionate about the world of finance, this position could be right for you.Main responsibilities:Ensuring the correct registration of financial transactions in the company's accounting...

  • Senior Student Advisor

    2 days ago

    Pretoria, Gauteng, South Africa ADvTECH Full time R260 000 - R330 000 per year

    Direct Reporting Line:Head: Student RecruitmentJoin our dynamic team at Emeris Ruimsig Campus as a Senior Student Advisor We have an exciting opportunity for a highly motivated individual to make a positive impact on the lives of prospective students. As a Senior Student Advisor, you will play a crucial role in student recruitment and engagement. Reporting...

  • Financial Advisor Tshwane

    5 days ago

    Pretoria, Gauteng, South Africa Metropolitan Full time R250 000 - R500 000 per year

    IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the...

  • Salaried Financial Advisor

    3 days ago

    Pretoria, Gauteng, South Africa Old Mutual Full time R80 000 - R120 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.What is a financial adviser?Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you're are a graduate or a experienced professional trying to elevate your...

  • Assistant Financial Manager

    1 week ago

    Pretoria, Gauteng, South Africa Marriott International Full time R900 000 - R1 200 000 per year

    Additional InformationJob Number Job CategoryFinance & AccountingLocationProtea Hotel Pretoria Loftus Park, 416 Kirkness Street, Pretoria, Gauteng, South Africa, 7ScheduleFull TimeLocated Remotely?NPosition Type Non-ManagementPOSITION SUMMARYCheck figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, cash and cash...

  • Sales Consultant

    2 days ago

    Pretoria, Gauteng, South Africa Sanlam Full time R800 000 - R1 200 000 per year

    Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

  • Service Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Clicks Group Limited Full time R90 000 - R120 000 per year

    Listing reference: 022007Listing status: OnlineApply by: 15 October 2025Position summaryIndustry: Wholesale & Retail TradeJob category: Other: FMCG, Retail, Wholesale and Supply ChainLocation: PretoriaContract: PermanentRemuneration: Market RelatedEE position: YesAbout our companyClicks GroupIntroductionAre you passionate about health and beauty products and...

  • Sales Support Assistant

    1 week ago

    Pretoria, Gauteng, South Africa Sanlam Full time R150 000 - R250 000 per year

    Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

  • Business Broker Consultant

    3 days ago

    Pretoria, Gauteng, South Africa Pro Select Consulting Full time R600 000 - R1 200 000 per year

    Our Client, a reputable financial institution, is currently recruiting Business Development Broker Consultant to join their team in the Pretoria Region.  Duties Include:Consistently deliver and exceed on allocated sales targets.Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel.Assist in...