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.

Hire Resolve’ client is seeking a dedicated and detail-oriented Financial Advisor Assistant to support our client’s team of Financial Advisors in providing superior financial planning and investment advice to clients. The ideal candidate will have strong organizational skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.

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: 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.