Financial Advisor Assistant
Posted on 2025-03-09
Employer | Hire Resolve |
---|---|
Salary | 0 |
Category | Finance Accounting |
Location | Gauteng / Pretoria |
Job Summary
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:
Click Go Apply to apply online! Apply directly for this position. Please read all instructions carefully. We do not process job applications; we simply aggregate and display job listings. Company Descriptionattooh! Group of Companies is an independent financial advisory in South-Africa. Our main focus is to support our advisors to the utmost best of our ability and provide unmatched back-end support so that our advisors can service their cl We are looking for experienced and upcoming Financial Advisors, self-motivated, confident and can work under pressure.Must be south African CitizensMust have Grade 12 Matric,Send CV to HOLLARD Financial Advisor - Urgently position available in Free State, Looking for a dynamic Broker Assistant to a very senior financial advisor. Previous work experience compulsory in Life and Invest. Broker Assistant - Broker Assistant To Senior Ceo Financial Advisor position available in Western Cape, Bellville. This job We are urgently hiring a Financial Advisor Assistant/Paraplanner (Junior - Mid) on a permanent level in Roodepoort QUALIFICATIONS REQUIRED:Matric Certificate.Certificate/diploma in wealth management or relevant investment/financial degree.At least 3 - 5 ye We are urgently looking to employ a number of Financial Advisors to market a range of Insurance and Investment products.A candidate will be responsible for developing financial solutions to clients needs and must have at least a matric or higher qualificat Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc We are seeking a motivated and sales driven Individual ,who has experience in the Financial service industry ,specifically in the sales and marketing of the products/solutions . This position, as a financial advisor are for individuals looking to develop t At May-San Financial Services, we offer you the chance to grow your career with expert mentorship, flexible commission structures, a training allowance, and full administrative support. Plus, enjoy bonuses, incentives, and a supportive team culture.What We Job descriptionJoin a leading FSP as a Financial Adviser Grow Your Career & Empower Your Clients!Are you ready to make a real impact? Join today and become part of a leading team thats transforming the financial landscape! Were expanding and looking for a Skyrocket your careers as a Financial advisor.Benefits:-Groundbreaking training on sales, mindset and financial planning.-A chance to build true wealth.Requirements:-Matric-Drivers license-Reliable vehicle-Laptop for work-Clear credit score and no criminal Qualifications and Experience Matric and 2-3 years admin experience in the financial services industry is required Purpose of the Role The PA supports the Financial Advisor in providing the required levels of client services to clients. The PA is part of a TED: - TARGET DRIVEN, SALES FOCUSED INDIVIDUALSIt`s more than a career. Its a way of life.Financial Advisers are there to help their clients plan for the future they want by developing financial strategies thatCreate wealth and reduce debt.New business dev Qualifications and Experience: Registered Chartered Accountant CA (SA). Minimum Two (2) years post article experience Relevant legislation i.e. PFMA, Companies ACT Practical Experience in using Caseware Software Practical experience in Preparation of Compa Qualifications and Experience: 2-3 years administration experience in the financial services industry will secure. Relevant tertiary education or courses. The Administrator supports the Financial Advisor(s) in providing the required levels of client servic Are you a CA(SA) with a passion for financial compliance and reporting ? This is your chance to join a leading organization in the energy sector, providing advisory services, financial reporting, and regulatory compliance support at a group level. Key Resp Our client, is interested in employing a dynamic and qualified Financial Advisor to join their team based in Johannesburg . The ideal candidate will hold an NQF Level 5 or 6 qualification in Financial Planning or a related field, with a completed FSCA Regu We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals an JOIN OUR TEAM AS A FINANCIAL ADVISOR Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further A leading financial s A well known and Nationally established Company is looking for a Wealth Manager. The Wealth Manager is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Support to Wealth Plann Financial Advisor Basic Commission Benefits Location: Gauteng Role One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors. Meeting individually with clients to determine their fin Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Established Advisors with risk solution focuse Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Minimum of 18 months financial industry experi
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Pretoria: Financial Advisor Assistant posted by Hire Resolve
Financial Advisor Assistant
Posted on 2025-03-09
Employer | Hire Resolve |
---|---|
Salary | 0 |
Category | Finance Accounting |
Location | Gauteng / Pretoria |
Job Summary
Key
Responsibilities:
– Assist Financial Advisors in preparing client meetings and presentations
– Conduct research and analysis on financial products, markets, and investment opportunities
– Manage client files and documentation, ensuring accuracy and confidentiality
– Help maintain client relationships by providing exceptional customer service and responding to inquiries in a timely manner
– Support Financial Advisors in developing financial plans and investment strategies tailored to each client`s unique needs
– Coordinate with internal teams to ensure smooth execution of client transactions and account maintenance
– Stay up-to-date on industry regulations and best practices to ensure compliance with all relevant laws and guidelines
Qualifications:
– 1-2 years of experience in a financial services role preferred
– Strong knowledge of investment products and financial planning concepts
– Excellent organizational and time management skills
– Proficiency in Microsoft Office Suite and financial software applications
– Exceptional written and verbal communication skills
– Ability to work effectively in a fast-paced, team-oriented environment
Benefits:
– Competitive salary and benefits package
– Opportunity for professional growth and development
– Supportive and collaborative work environment
– Health and wellness programs
If you meet the qualifications and are eager to support our team of Financial Advisors in providing top-notch financial advice to our clients, we encourage you to apply for the Financial Advisor Assistant position.
Apply for this role today, contact Shaun Ferreira at Hire resolve or on LinkedIn
You can also visit the Hire Resolve website:
Click Go Apply to apply online! Apply directly for this position. Please read all instructions carefully. We do not process job applications; we simply aggregate and display job listings. Company Descriptionattooh! Group of Companies is an independent financial advisory in South-Africa. Our main focus is to support our advisors to the utmost best of our ability and provide unmatched back-end support so that our advisors can service their cl We are looking for experienced and upcoming Financial Advisors, self-motivated, confident and can work under pressure.Must be south African CitizensMust have Grade 12 Matric,Send CV to HOLLARD Financial Advisor - Urgently position available in Free State, Looking for a dynamic Broker Assistant to a very senior financial advisor. Previous work experience compulsory in Life and Invest. Broker Assistant - Broker Assistant To Senior Ceo Financial Advisor position available in Western Cape, Bellville. This job We are urgently hiring a Financial Advisor Assistant/Paraplanner (Junior - Mid) on a permanent level in Roodepoort QUALIFICATIONS REQUIRED:Matric Certificate.Certificate/diploma in wealth management or relevant investment/financial degree.At least 3 - 5 ye We are urgently looking to employ a number of Financial Advisors to market a range of Insurance and Investment products.A candidate will be responsible for developing financial solutions to clients needs and must have at least a matric or higher qualificat Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc We are seeking a motivated and sales driven Individual ,who has experience in the Financial service industry ,specifically in the sales and marketing of the products/solutions . This position, as a financial advisor are for individuals looking to develop t At May-San Financial Services, we offer you the chance to grow your career with expert mentorship, flexible commission structures, a training allowance, and full administrative support. Plus, enjoy bonuses, incentives, and a supportive team culture.What We Job descriptionJoin a leading FSP as a Financial Adviser Grow Your Career & Empower Your Clients!Are you ready to make a real impact? Join today and become part of a leading team thats transforming the financial landscape! Were expanding and looking for a Skyrocket your careers as a Financial advisor.Benefits:-Groundbreaking training on sales, mindset and financial planning.-A chance to build true wealth.Requirements:-Matric-Drivers license-Reliable vehicle-Laptop for work-Clear credit score and no criminal Qualifications and Experience Matric and 2-3 years admin experience in the financial services industry is required Purpose of the Role The PA supports the Financial Advisor in providing the required levels of client services to clients. The PA is part of a TED: - TARGET DRIVEN, SALES FOCUSED INDIVIDUALSIt`s more than a career. Its a way of life.Financial Advisers are there to help their clients plan for the future they want by developing financial strategies thatCreate wealth and reduce debt.New business dev Qualifications and Experience: Registered Chartered Accountant CA (SA). Minimum Two (2) years post article experience Relevant legislation i.e. PFMA, Companies ACT Practical Experience in using Caseware Software Practical experience in Preparation of Compa Qualifications and Experience: 2-3 years administration experience in the financial services industry will secure. Relevant tertiary education or courses. The Administrator supports the Financial Advisor(s) in providing the required levels of client servic Are you a CA(SA) with a passion for financial compliance and reporting ? This is your chance to join a leading organization in the energy sector, providing advisory services, financial reporting, and regulatory compliance support at a group level. Key Resp Our client, is interested in employing a dynamic and qualified Financial Advisor to join their team based in Johannesburg . The ideal candidate will hold an NQF Level 5 or 6 qualification in Financial Planning or a related field, with a completed FSCA Regu We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals an JOIN OUR TEAM AS A FINANCIAL ADVISOR Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further A leading financial s A well known and Nationally established Company is looking for a Wealth Manager. The Wealth Manager is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Support to Wealth Plann Financial Advisor Basic Commission Benefits Location: Gauteng Role One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors. Meeting individually with clients to determine their fin Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Established Advisors with risk solution focuse Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Minimum of 18 months financial industry experi
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Financial Advisor