Menu Close

Pretoria: Personal Assistant to Financial Advisor

Pretoria: Personal Assistant to Financial Advisor

Posted on 2025-06-18 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Tshwane  / Pretoria

Job Summary

Personal Assistant in Financial Planner Office Hours: Mon – Fri, 07:30 – 16:00 Our client, a reputable financial advisory firm, is looking for a Personal Assistant for a Financial Planner with strong knowledge and hands-on experience in working with Discovery products/solutions, including: Discovery Medical Aid – Extensive experience in new business, annual reviews, updates, and client servicing. Discovery Short-Term Insurance – Proven track record in administering short-term insurance policies, managing new business applications, annual renewals, and processing policy amendments. Vitality Products – Understanding of the full range of Vitality offerings. The successful candidate will provide administrative and operational support to the financial advisor, ensuring seamless business transactions and exceptional client service. The firm specializes in services including Wills, Estates, Discovery Medical Aid, Investments, Short-Term Insurance, and Vitality products Key Responsibilities: Assist the financial advisor with daily activities, including maintaining calendars, preparing correspondence, and providing exceptional customer service. Handle Discovery Medical Aid applications, annual updates, and client queries efficiently and accurately. Administer short-term insurance new business, policy updates, and annual reviews with precision. Prepare and review new account paperwork, ensuring all client documentation is accurate and up-to-date. Manage and resolve client service requests related to all service offerings. Prepare preliminary financial planning recommendations and product solutions for advisor review and client meetings. Create charts, graphs, tables, and other visual aids to support client presentations. Develop product solution recommendations that align with clients’ risk tolerance and time horizons. Review and update client data and analysis for meetings. Use CRM systems to manage client records, track interactions, and initiate and complete tasks efficiently. Qualifications and Experience: Proficiency in Microsoft Outlook and Excel. Experience with Advisor 360 and CRM systems, particularly atWork, is highly beneficial. In-depth knowledge and working experience with Discovery Medical Aid and Short-Term Insurance products is essential. Possession of RE5 certification and FAIS credits would be a definite advantage. Strong organizational and communication skills. Ability to work independently and as part of a team. High attention to detail and accuracy in all aspects of work. Additional Requirements: Fluency in English and Afrikaans is essential due to the client base. Own transport required (preferably own vehicle to and from work). Only shortlisted candidates will be contacted.

View Job  Pretoria: Finance Recruitment Consultant needed ASAP posted by AtripleA recruitment & temps

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Tshwane

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Pretoria: Accountant posted by Third Age Group

Location Pretoria, GautengAre you an experienced accounting professional with a strong leadership background and a passion for financial excellence? We are...


View Job
Accountant

Pretoria East: Welder – Urgently needed posted by Honeyfields

Welder with experience wanted on a construction site in Pretoria East. Must have done stainless steel and mild steel welding.


View Job
Welder – Urgently needed

Pretoria East: Welding – Stick welding posted by Honeyfields

We are looking for a Welder with experience in stick steel welding , in Pretoria East. Must preferably have done mild steel and stainless steel welding.


View Job
Welding – Stick welding

Pretoria East: Teacher posted by Kleinmensies Kleuterskool

Teacher required for 2 to 3 year old kids.Qualification required or in processPractical experience at Pre-primary schoolsFull day Monday to FridayPost...


View Job
Teacher

Pretoria East: Accountant – URGENTLY needed posted by Staffworx Recruitment

RECRUITING! EXCELLENT OPPORTUNITY!Job Title Accountant Location Lynnwood, Pretoria-East with minimum 5 times per month in Rustenburg Department Finance...


View Job
Accountant – URGENTLY needed

Pretoria East: Finance Intern posted by MGM VIP SECURITY

Job Summary Were looking for a motivated and detail-oriented Finance Intern with some prior experience to join our finance team. This is a fantastic...

View Job  Pretoria: Recruitment Consultant needed posted by AtripleA recruitment & temps

View Job
Finance Intern

Pretoria: Town planner posted by IF Property Solutions (Pty) Ltd

IF Property Solutions Pty Ltd based in Pretoria, is expanding and in need of a qualified Town Planner.If you are based in Pretoria and meet all the...


View Job
Town planner

Pretoria North: Driver – Urgent posted by Alwinco

Job Opportunity Contract Driver Wanted at AlwincoAlwinco, South Africas leading independent security risk assessment company, is looking for a reliable...


View Job
Driver – Urgent

Pretoria City: Customer Service Representative – Fully Remote posted by Isisekelo Solutions

About the ClientOur client is a rapidly growing, remote-first company featured on Y Combinators Top Companies list. With a diverse global team and a...


View Job
Customer Service Representative – Fully Remote

Pretoria East: Showroom and order fulfillment assistant posted by Star Sweepers

Were Hiring! Showroom Order Fulfillment AssistantAre you a go-getter with a passion for organization, customer service, and a fast-paced work environment?...


View Job
Showroom and order fulfillment assistant

Pretoria East: Data Capturer/Admin posted by Anje Zondagh

Temp Position Junior Admin debtorscreditors clerk position to process medical claims. Capturing of data, liaising with Medical aids and patients. Comp...


View Job
Data Capturer/Admin

Pretoria: TETA Assessors – Registered TETA assessors needed posted by Health and safety Exodec Training

Registered assessors and moderators needed for freelance training with own transport. Please send CV and accreditation letter.


View Job
TETA Assessors – Registered TETA assessors needed

Pretoria East: Personal Assistant posted by Cora O’Neil Recruitment Agency

Ashlea Gardens, Pretoria PERSONAL ASSISTANTMinimum Requirements-Mature, presentable and professional Afrikaans speaking preferably female, aged 35...


View Job
Personal Assistant

Pretoria: Legal Admin Assistant posted by Cora O’Neil Recruitment Agency

Brooklyn, Pretoria LEGAL SECRETARY ADMIN ASSISTANTMinimum Requirements-Well presentable and professional, non smoking, Afrikaans speaking female Aged 45...


View Job
Legal Admin Assistant

Pretoria City: Catering Manager – Urgently needed posted by E Job Recruitment

Duties ResponsibilitiesTake full responsibility and management of the unitNeed to be able to work in a demanding environmentSetting and management of...


View Job
Catering Manager – Urgently needed

Pretoria City: ARMED REACTION OFFICER – URGENTLY NEEDED posted by HMA HIGH RISK SECURITY

Minimum 12 months experience as an armed reaction officerMust have PSIRAHandgunshotgun competencyClear criminal recordPolice clearanceJob referencesMust...

View Job  Pretoria: SAIPA Accountant posted by Goldman Tech

View Job
ARMED REACTION OFFICER – URGENTLY NEEDED

Pretoria City: Massage Therapist posted by HealthClinic

Massage therapist needed with 2 years experience. Must be willing to work under instruction.Preferably an Afrikaans speaking person.Preferably a Non-smoker...


View Job
Massage Therapist

Pretoria East: Malawian housekeeper – Urgent needed posted by Pro Decor

Job general house cleaning, washing, ironing, car wash, vacuum. Organize house and garage. Attend to garden and pool. Look after dogs.Stay in, full time,...


View Job
Malawian housekeeper – Urgent needed

Centurion: Sales executive – Urgently needed posted by Williams Hunt Pretoria

Large motordealer looking for Experienced salesperson.Need proven track record. Must have experience in motorsales.Basic with commission and company perks.


View Job
Sales executive – Urgently needed

Pretoria: Electrical Technician – Urgently needed posted by Dezan Projects (Pty) Ltd

Die ideale kanidaatGekwalifiseerde elektrisien Hardwerkend, eerlik, energiek, entosiasties. Bestuurs lesensie en eie vervoer sal voordelig wees.Konstruksie...


View Job
Electrical Technician – Urgently needed

Pretoria East: Aesthetician – Urgently posted by The Beauty Palace

We require 3 aestheticians min 3yrs Diploma. Basiccom benefits. Babor,Environ,Guinot,RegimA,Lamelle and Nimue skin products knowledge.


View Job
Aesthetician – Urgently

Pretoria East: Three Beauty Therapists – Urgently posted by The Beauty Palace

We require 3 beauty therapists with min 3yrs Diploma. Basiccom benefits. Babor,Environ,Guinot,RegimA,Lamelle, and Nimue skin products knowledge needed.


View Job
Three Beauty Therapists – Urgently

Pretoria East: Sales managers posted by K-Sel Industries

Sales managers neededAuthorised Kirby agentWe are looking for sales managers who are driven and self motivated, to go out and see clients, make...


View Job
Sales managers

Pretoria: Receptionist posted by Intercon Recruitment

A busy and reputable motor dealership based in Silver Lakes, Pretoria, is seeking a well-presented and professional Receptionist to join their team. The...


View Job
Receptionist

Pretoria City: Assistant Manager posted by Total Wonderboom South

FUEL STATION ASSISTANT MANAGER R12000 R15000REQUIREMENTS-Grade 12 -Preferably have previous retail experience -Valid drivers license and own...


View Job
Assistant Manager

Share this to someone who needs a job:
Posted in Jobs in Pretoria, Jobs in Tshwane

More Jobs in Your Area