Financial Advisory Assistant

Position: Financial Advisory Assistant - 3 month contract

Location: Cape Town

Role Overview:

We are seeking a highly motivated and organised individual to join our team on a contract basis for 3 months as a Financial Advisory Assistant. The successful candidate will provide essential support to financial advisors in delivering high-quality service to our clients. This role involves assisting with administrative tasks, preparing financial reports and documents, and providing excellent customer service.

Key Responsibilities:

• Assist financial advisors in managing client relationships and assessing their financial goals and needs.
• Prepare and organise client financial documents and reports.
• Conduct research on investment opportunities and market trends.
• Communicate with clients via phone, email, and in-person meetings to address inquiries and provide updates on financial matters.
• Coordinate meetings and appointments for financial advisors and clients.
• Maintain accurate records of client interactions and financial transactions.
• Assist with processing client payments, account transfers, and other financial transactions.
• Collaborate with team members to ensure efficient and effective service delivery.
• Stay informed about industry developments and regulatory changes that may impact clients' financial planning.

Qualifications:

• Bachelor's degree/ Diploma in finance, business, or a related field.
• Previous experience in a financial services/advisory role preferred.
• Strong knowledge of financial planning principles and investment products.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Proficient in Microsoft Office suite and financial management software.
• Ability to work independently and as part of a team.
  

This role offers an exciting opportunity to develop your career in the financial services industry and make a meaningful impact on clients' financial well-being. If you are a dedicated and proactive individual with a passion for finance, we encourage you to apply for this position.

Contact Hire Resolve for your next career-changing move.

• Salary: R20,000/m - market-related
  
• Apply for this role today on LinkedIn, or contact Christine Els at [email protected]
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
• Alternatively, apply via our portal and email [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.