Financial Advisor Assistant

2 months ago


Pretoria, South Africa Hire Resolve Full time

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: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com. 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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