Pretoria: Financial Advisor Assistant posted by Hire Resolve
Posted on 2025-07-27 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other 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: hireresolve.us or email us your CV: *****@*****.co.za. 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.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Pretoria
More jobs in Gauteng
Browse Other Finance/Accounting Jobs
Browse Hire Resolve Jobs
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 East: Office Administrator Position posted by Myroof
Office Administrator Position in Pretoria East Available MyRoof.co.za is looking for self-motivated Office Administrators with a vibrant personality. Core...
View Job
Office Administrator Position
Pretoria East: Sales Administrator for Mycars posted by Myroof
Job Title Sales AdministratorCompany MyCars.co.zaLocation Moreleta Park, PretoriaAbout UsMyCars.co.za specializes in online vehicle auctions. Were looking...
View Job
Sales Administrator for Mycars
Pretoria North: Car sales Executives needed – VW wonderboom posted by McCarthy VW Wonderboom
McCarthy VW Wonderboom is seeking new cars sales executives.Must Have Valid Drivers, Clear criminal check, Grade 12, Minimum 1year car sales experience,...
View Job
Car sales Executives needed – VW wonderboom
Pretoria North: Used car sales exectiuves wanter – vw wonderboom posted by McCarthy VW Wonderboom
McCarthy VW Wonderboom is seeking used cars sales executives.Must Have Valid Drivers, Clear criminal check, Grade 12, Minimum 1year car sales experience,...
View Job
Used car sales exectiuves wanter – vw wonderboom
Pretoria West: General Worker – Iso Panel Fitter posted by Chill Box Manufacturing
ISO Panel Fitter and tradesman required. Previous experience beneficial and salary will be negotiated based on skill set. Successful candidates to be SA...
View Job
General Worker – Iso Panel Fitter
Pretoria North: Health and Safety Officer – iso 9000 posted by Ryncor Auctioneers
Ensure full compliance with health, safety and environmental regulations. Conduct regular risk assessments and safety audits practices. Train and guide...
View Job
Health and Safety Officer – iso 9000
Pretoria North: Property Data & Research Specialist posted by Keyworx Call Center
What Youll DoOnline Property Identification Systematically navigate digital platforms e.g., Property24 to identify relevant listings.Location Address...
View Job
Property Data & Research Specialist
Pretoria North: Professional Nurse – Urgently needed posted by SANCA PRETORIA/SOSHANGUVE
Professional nurse position available at in-patient alcohol and drug rehabilitation Centre in Pretoria North within the legal-ethical framework of the...
View Job
Professional Nurse – Urgently needed
Pretoria: Junior Trader posted by Comdi Agricultural Markets
Doel van die PosAs n Junior Graanhandelaar sal jy saam met die Graanbemarkingsafdeling werk en die winsgewende aan- en verkoop van graan ondersteun. Die...
View Job
Junior Trader
Pretoria City: Engineering Lecturer – Electrical Engineering posted by Divine Favour Progressive College FET
Divine Favour Progressive College FET is a registered and accredited Private college in Pretoria, committed to providing quality education through the...
View Job
Engineering Lecturer – Electrical Engineering
Pretoria: Premium Service Manager – Premium Brand Exp posted by Bonafide Human Capital
Our premium passenger vehicle dealership in PTA currently holds a vacancy for a Service ManagerReporting to the Dealer PrincipalFranchise Executive, this...
View Job
Premium Service Manager – Premium Brand Exp
Pretoria East: SAIPA Trainee Accountant Learnership posted by PCE Accountants
ResponsibilitiesThe position includes duties and responsibilities as outlined in the SAIPA logbook, including accounting, auditing, taxation, and...
View Job
SAIPA Trainee Accountant Learnership
Pretoria: Sales consultant – Call centre posted by MaxLaw GP
MaxLaw is a Credit Legal company which specializes in helping clients to remove adverse listings from their credit records in order to regain their...
View Job
Sales consultant – Call centre
Pretoria City: RECEPTIONIST posted by GI CENTRAL AUTOS
Pretoria: Design Engineer – Pretoria & International Projects posted by The Recruitment Guy
A highly reputable, forward-thinking engineering solutions company is seeking a committed and dynamic Design Engineer young professionals or mid-level...
View Job
Design Engineer – Pretoria & International Projects
Pretoria: BMW Diagnostic / Group Technician / Technician – MUST HAVE BMW EXPERIENCE posted by Corporate Dealership Placements – JHB
BMW Diagnostic, Group Technician or Technician R18000 - R22000 PretoriaMust be a qualified BMW Technician, or Diagnostic Technician or Group Technician.
View Job
BMW Diagnostic / Group Technician / Technician – MUST HAVE BMW EXPERIENCE
Pretoria: Used Car Sales Executive – URGENTLY NEEDED posted by Corporate Dealership Placements – JHB
Used Car Sales Executive R10500, company car commission PretoriaMust have good units and a proven track record, as well as strong used car sales...
View Job
Used Car Sales Executive – URGENTLY NEEDED
Pretoria East: Litigation Attorney posted by Cora O’Neil Recruitment Agency
Hazelwood, Pretoria East LITIGATION ATTORNEYMinimum Requirements-Presentable and professional -Afrikaans and English first and second languages a must Full...
View Job
Litigation Attorney
Pretoria East: Senior RAF Litigation Attorney posted by Cora O’Neil Recruitment Agency
Menlo Park, Pretoria East SENIOR RAF LITIGATION ATTORNEY THIRD PARTY CLAIMSMinimum Requirements-Young, presentable and professional-Afrikaans and English...
View Job
Senior RAF Litigation Attorney
Pretoria: Junior Litigation Attorney posted by Cora O’Neil Recruitment Agency
Brooklyn, Pretoria JUNIOR LITIGATION ATTORNEYMinimum Requirements-Young, professional Afrikaans speaking preferably male-Afrikaans and English first and...
View Job
Junior Litigation Attorney
Pretoria East: Junior Attorney posted by Cora O’Neil Recruitment Agency
Menlo Park, Pretoria East JUNIOR ATTORNEY to be trained as LEGAL COST CONSULTANTMinimum Requirements-Young, well presented Afrikaans speaking...
View Job
Junior Attorney
Pretoria East: Candidate Attorney posted by PROKUREURS IN PRETORIA
LLB Computer LiterateProfessionalProficient in EnglishDriver License Own transportExperience in Magistrates Court and High Court Litigation.
View Job
Candidate Attorney