Financial Advisor Assistant

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.

• 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

• 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

• 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: [email protected]. 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.