Stellenbosch: Financial Advisor Assistant posted by Arvo
Posted on 2025-05-06 00:00:00
Employer | Arvo |
---|---|
Category | Other Finance/Accounting |
Location | Western Cape / Stellenbosch |
Job Summary
Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant, in Stellenbosch.
Key Responsibilities:
– Assist in preparing financial plans, reports, and documentation.
– Handle client queries via email, WhatsApp, and phone.
– Manage follow-ups and ensure client requests are processed efficiently.
– Prepopulate and submit application forms for investments, tax-free savings, and retirement annuities.
– Prepare comparative quotations for investment and risk products.
– Track tasks in progress and escalate issues where necessary.
– Conduct market and product research for client presentations.
– Ensure compliance with all regulatory and administrative processes.
Requirements:
– At least 2 years of experience in the financial services industry.
– Fluent in Afrikaans and English.
– Strong administrative skills with attention to detail.
– Basic knowledge of investment and wealth management products.
– Proficient in MS Office (Word, Excel, Outlook).
– Fast and accurate typing skills.
– RE5 qualification will be an advantage.
– NQF5 qualification in financial planning or equivalent will be an advantage.
– Experience with Salesforce or other financial CRM systems will be an advantage.
Competencies:
Area: Stellenbosch
Salary offered: R20 000 to R30 000 (depending on number of years experience).
Starting date: As soon as possible.
Please apply online for this position if you meet the above-mentioned requirements.
Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Stellenbosch
More jobs in Western Cape
Browse Other Finance/Accounting Jobs
Browse Arvo 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
Stellenbosch: Qualified Panel Beater – Starting ASAP posted by Procleanpanelbeaters
Qualified Panel Beater needed ASAP. Minimum 5 Years experience.
View Job
Qualified Panel Beater – Starting ASAP
Stellenbosch: Junior Buyer
What Youâll Be Cooking Up Sourcing top-tier ingredients goods because only the best will do Managing supplier relationships like a pro Keeping inventory in...
View Job
Junior Buyer
Stellenbosch: Accountant (CH1098b)
Our client, an innovative property development company based just outside Stellenbosch near the the Northern Suburbs of Cape Town, is seeking a mature...
View Job
Accountant (CH1098b)
Stellenbosch: F&B Operations Manager
Key Responsibilities Oversee the daily operations of all FB outlets including fine dining restaurant, wine tasting rooms, events, and private dining...
View Job
F&B Operations Manager
Stellenbosch: Test Engineer
Key Responsibilities Develop and implement comprehensive test strategies for Java-based back-end systems Create and maintain automated test frameworks for...
View Job
Test Engineer
Stellenbosch: QA Engineer (Manual)
Key Responsibilities Develop and execute manual test cases based on requirements Perform functional, regression, and exploratory testing Document and track...
View Job
QA Engineer (Manual)
Stellenbosch: Systems Integration/Test Engineer
Job Overview Design, implement, and maintain integration environments, frameworks, and applications. Develop robust software solutions to enhance system...
View Job
Systems Integration/Test Engineer
Stellenbosch: Registered Nurse
Professional Nurses needed for Wellness days in Stellenbosch on 29 and 30 April 2025 at 07h30 - 16h00. If you are able to assist please send the following...
View Job
Registered Nurse
Stellenbosch: Assistant Night Chef
Key Responsibilities Support the Night Chef in preparing late-night and early morning meals for guests, staff, and room service orders. Ensure all mise en...
View Job
Assistant Night Chef
Stellenbosch: Logistics Coordinator
Key Responsibilities Logistics regarding sending samples, whether for local or export clients. Assisting the winemaker with WineMS admin. Adding deliveries,...
View Job
Logistics Coordinator
Stellenbosch: Waiter
Key Responsibilities Provide warm, attentive, and knowledgeable service to all guests in the restaurant, tasting room, and during private functions. Present...
View Job
Waiter
Stellenbosch: Bar Manager
Key Responsibilities Oversee the daily operation of all bar services, ensuring smooth, professional and 5-star guest experiences. Recruit, train, and manage...
View Job
Bar Manager
Stellenbosch: Wine Tasting Ambassador
Key Responsibilities Host curated wine tastings and experiences for local and international guests with professionalism and passion. Share the estates...
View Job
Wine Tasting Ambassador
Stellenbosch: Production Line Operator
Minimum Requirements Matric Grade 12 Tertiary qualification advantageous Knowledge of fruitagricultural industry advantageous Keen eye for detail Strong...
View Job
Production Line Operator
Stellenbosch: Deli Barman
Key Responsibilities Prepare and serve a variety of beverages, including coffee, smoothies, cocktails, and estate wines, with speed and consistency. Provide...
View Job
Deli Barman
Stellenbosch: Chef de Partie
Key Responsibilities Take ownership of a designated section of the kitchen, ensuring it runs smoothly and efficiently during service. Prepare, cook, and...
View Job
Chef de Partie
Stellenbosch: Hostess
Key Responsibilities Greet and welcome guests with warmth, professionalism, and grace. Manage reservations and guest flow to ensure smooth, efficient...
View Job
Hostess
Stellenbosch: Creditor Controller
Minimum Requirements Grade 12 Relevant DiplomaDegree Commercial experience ERP experience Forex transacting IFRSIFRS for SMEs Driver license Duties and...
View Job
Creditor Controller
Stellenbosch: Machine Learning AI Specialist
What Youll Do Develop and implement cutting-edge BI models to enhance decision-making. Use Python, ML, and AI to analyze large datasets and optimize...
View Job
Machine Learning AI Specialist
Stellenbosch: Software Engineering Manager (Code Tribe Captain)
This is a rare calling to step into a pivotal rolebalancing strategic thinking with hands-on guidance. Youll shape systems, uplift the team, and bring...
View Job
Software Engineering Manager (Code Tribe Captain)
Stellenbosch: Label Operator – Wine Industry
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Bottling BASIC SALARY Market related START DATE ...
View Job
Label Operator – Wine Industry
Stellenbosch: Payroll Specialist
Minimum requirements for the role Must have a relevant tertiary qualification Minimum 3-5 years payroll practice experience Excellent phone manner and...
View Job
Payroll Specialist
Stellenbosch: System Integration Engineer
Are you a problem-solver with a passion for connecting complex systems and making things just work ? Join an innovative and growing team as a System...
View Job
System Integration Engineer
Stellenbosch: Fullstack Developer (Java & Angular)
Do you thrive on building elegant, scalable solutions from front to back? Were on the lookout for a talented Fullstack Developer Java Angular to join a...
View Job
Fullstack Developer (Java & Angular)
Stellenbosch: Head Houseman
Key Responsibilities Oversee and coordinate all houseman duties including room setup, public area maintenance, linen distribution, and guest request...
View Job
Head Houseman