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. Calling All Qualified Financial Advisors Are you ready to level up your career with the 1 Risk Insurance FSP in the Country ? Were looking for a rockstar Financial Advisor to join our clients winning team Why Them? Full Admin Support Focus on your clients Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and 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, Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Oper 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 Join a dynamic team as a Financial Advisor and help clients achieve their financial goals. This is a flexible, remote position that offers the opportunity to work independently while making a positive impact on clients` financial well-being. Must be based Develop sales strategies and plans. Maximise sales in the agreed territory. Explain product and services to potential clients. Acquire and maintain a deep understanding of the product and services offered. Setting up KPI`s for the department & handling rep We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will 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 Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio 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 Job Description: Financial Advisor – Relationship Banking Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life p Job Description: Financial Advisor – Relationship Banking Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life p Job Description: Financial Advisor – Everyday Banking Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and e Job Description: Financial Advisor – Everyday Banking Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and e Location: Nieuw Muckleneuk, Pretoria Are you passionate about the African off-grid energy sector? Do you have a proven track record in raising finance for off-grid companies in Sub-Saharan Africa? If so, we have an exciting opportunity for you Position: Fi Snr Financial Advisor (Wealth) - Cape Town Expanding Wealth Mgt business seeks driven and customer focused individual. Be instrumental in providing trust-worthy advice on Lifestyle / Financial planning and Investments to clients in Cape Town and surrounds. Are you ready to take the next step in your career as a Financial Advisor? We are looking for driven and motivated individuals to join a dynamic financial services agency. Key Requirements: Relevant qualification in finance or related field (as per industr 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 To qualify for this position, you need: Have a relevant diploma/degree (financial qualification advantageous - RE5 certification) Minimum 2 years of property sales experience, or experience in a financial advisory role Track record of excellence in achievi
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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. Calling All Qualified Financial Advisors Are you ready to level up your career with the 1 Risk Insurance FSP in the Country ? Were looking for a rockstar Financial Advisor to join our clients winning team Why Them? Full Admin Support Focus on your clients Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and 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, Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Oper 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 Join a dynamic team as a Financial Advisor and help clients achieve their financial goals. This is a flexible, remote position that offers the opportunity to work independently while making a positive impact on clients` financial well-being. Must be based Develop sales strategies and plans. Maximise sales in the agreed territory. Explain product and services to potential clients. Acquire and maintain a deep understanding of the product and services offered. Setting up KPI`s for the department & handling rep We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will 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 Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio 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 Job Description: Financial Advisor – Relationship Banking Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life p Job Description: Financial Advisor – Relationship Banking Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life p Job Description: Financial Advisor – Everyday Banking Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and e Job Description: Financial Advisor – Everyday Banking Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and e Location: Nieuw Muckleneuk, Pretoria Are you passionate about the African off-grid energy sector? 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