Financial Advisor Assistant
Financial Advisor Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Hire Resolves client is looking for a Financial Advisor Assistant in Pretoria. As part of our clients 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
- Minimum of 12 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 clientfacing skills
- Team player with a proactive approach to problemsolving
- Ability to manage sensitive information responsibly
Benefits:
- Salary negotiable
Contact Hire Resolve for your next careerchanging move today. Apply byvisiting the Hire Resolve website:hireresolve.usor email us your CV:emailprotected. 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.
Required Experience:
IC
Employment Type
Full-Time
