Financial Advisor Assistant
Posted on 2025-03-30
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. 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 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 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 Professional Requirements: RE 5 Bachelor``s degree in Finance, Business Administration, or related field (for recent graduates). Minimum 3 years of experience in financial advisory services with proven track record of success in insurance sales and client Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. Conduct regular meetings to assess client goals, financial status, and life changes. Understand a Unlock Your Potential as a Financial Advisor Shape Your Career A leading company in the financial services industry is looking for a driven, self-motivated individual to join their team. If you have a passion for sales and meet the following requirements, 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 Objectives of this role Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth Take primary responsibility for all aspects of a client relationship, working closely to fully unde 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 Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be pa 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 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 Join Msecto Libertys Eastgate Franchise as a Financial Advisor!Are you an experienced financial advisor looking to elevate your career? Join Msecto, Libertys Eastgate Mall franchise and grow professionally while helping clients achieve financial success.Wh 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 Job Description: Junior Financial Advisor Are you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fas Financial Planning Assistant Discovery Expertise Essential Hours: Mon Fri, 07:30 16:00 Our client, a reputable financial advisory firm, is looking for a Financial Planning Assistant with strong knowledge and hands-on experience in working with Discovery Premier maritime supplier group is seeking to employ a Financial Accountant to their business in the Helderberg area. They provide essential provisions, equipment, and spare parts to vessels across major ports. Known for their reliable, 24/7 service, they Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Regional Financial Manager. This group has interests across the country and this role will be situated in the Paarl area in the One of the largest integrated fruit and logistics businesses in the country, which is part of a larger and integrated group, is looking to employ a financial and management accountant. There is an option to join them at any of the Tzaneen or Hoedspruit off
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Pretoria: Financial Advisor Assistant posted by Hire Resolve
Financial Advisor Assistant
Posted on 2025-03-30
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. 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 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 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 Professional Requirements: RE 5 Bachelor``s degree in Finance, Business Administration, or related field (for recent graduates). Minimum 3 years of experience in financial advisory services with proven track record of success in insurance sales and client Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. Conduct regular meetings to assess client goals, financial status, and life changes. Understand a Unlock Your Potential as a Financial Advisor Shape Your Career A leading company in the financial services industry is looking for a driven, self-motivated individual to join their team. If you have a passion for sales and meet the following requirements, 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. 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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 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 Join Msecto Libertys Eastgate Franchise as a Financial Advisor!Are you an experienced financial advisor looking to elevate your career? 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This is an exciting opportunity for a Junior Financial Advisor to join a fas Financial Planning Assistant Discovery Expertise Essential Hours: Mon Fri, 07:30 16:00 Our client, a reputable financial advisory firm, is looking for a Financial Planning Assistant with strong knowledge and hands-on experience in working with Discovery Premier maritime supplier group is seeking to employ a Financial Accountant to their business in the Helderberg area. They provide essential provisions, equipment, and spare parts to vessels across major ports. Known for their reliable, 24/7 service, they Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Regional Financial Manager. This group has interests across the country and this role will be situated in the Paarl area in the One of the largest integrated fruit and logistics businesses in the country, which is part of a larger and integrated group, is looking to employ a financial and management accountant. There is an option to join them at any of the Tzaneen or Hoedspruit off
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