Financial Advisor Assistant

Job in Pretoria, 0002, South Africa

Listing for: Hire Resolve

Full Time position
Listed on 2025-12-08

Job specializations:

Finance & Banking
Financial Advisor, Financial Consultant

Overview

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 Power Point

Superior communication and client-facing skills

Team player with a proactive approach to problem-solving

Ability to manage sensitive information responsibly

Benefits:

Salary negotiable

Full Time

Company Social

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