Advisors Assistant

Helderberg Personnel CC; Somerset West; Presencial; ZAR 180 000 - 360 000; Tempo integral

Resumo da oferta

Helderberg Personnel CC is seeking an organised administrative assistant to support a financial adviser in Somerset West. The role includes preparing client meeting documentation, processing transactions, and maintaining compliant client records.

The ideal candidate will have 3+ years in financial services, a RE5 or willingness to obtain it, and strong MS Office skills. Fluent in Afrikaans and English with high attention to detail is essential.

Qualificações

• 3+ years experience in financial services.
• RE5 qualification or willingness to complete it within regulatory timeframe.
• Meets FAIS Fit and Proper requirements.
• Proficient in Microsoft Office (Outlook, Word and Excel).
• Fluent in Afrikaans and English (written and verbal).

Responsabilidades

• Providing administrative support to the financial adviser.
• Preparing documentation for client meetings and reviews.
• Processing new business, switches, withdrawals and other client instructions.
• Liaising with product providers and following up on outstanding requirements.
• Maintaining accurate client records and ensuring FICA and compliance documentation is complete.
• Responding to client queries professionally and timeously.
• Diary and meeting management.

Conhecimentos

Financial services experience

RE5 qualification

FAIS fitness

MS Office proficiency

Afrikaans/English bilingual

Formação académica

Grade 12 / Matric

Relevant financial services qualification

Ferramentas

Outlook

Word

Excel

Descrição da oferta de emprego

Key responsibilities:

• Providing administrative support to the financial adviser
• Preparing documentation for client meetings and reviews
• Processing new business, switches, withdrawals and other client instructions
• Liaising with product providers and following up on outstanding requirements
• Maintaining accurate client records and ensuring FICA and compliance documentation is complete
• Responding to client queries professionally and timeously
• Diary and meeting management

Minimum requirements:

• Matric (Grade 12); a relevant financial services qualification will be advantageous
• Minimum of 3 years' experience in the financial services industry
• Fluent in both Afrikaans and English (written and verbal)
• RE5 qualification (or willingness to complete it within the regulatory timeframe)
• Meets FAIS Fit and Proper requirements
• Proficient in Microsoft Office (Outlook, Word and Excel)

Personal attributes:

• Strong attention to detail and accuracy
• Excellent organisational and time management skills
• Professional, client-focused attitude
• Ability to work independently and handle confidential information with discretion