Advisors Assistant

Juanie Nel; Somerset West; Presencial; ZAR 180 000 - 240 000; Tempo integral

Resumo da oferta

Juanie Nel is seeking a Financial Advisor's Assistant with at least 3 years in financial services to join our team. The role requires matric, RE5 or willingness to complete, and proficiency in Afrikaans and English.

You will support a financial adviser, prepare meeting materials, process client instructions, and ensure accurate, compliant records. The ideal candidate will be detail-oriented with strong organisational and time-management skills, able to work independently and handle confidential

Qualificações

• Matric (Grade 12) is essential.
• A financial services qualification is advantageous.
• RE5 qualification preferred or willing to complete within regulatory timeframe.

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

Attention to detail

Organisational skills

Time management

Formação académica

Matric (Grade 12)

Financial services qualification

RE5 qualification

Ferramentas

Microsoft Office

Descrição da oferta de emprego

My client, a leading financial services company is seeking to employ an Financial Advisor's Assistant with a minimum of 3 years experience within the financial services industry to join their team.

Min matric essential. A financial services qualification and / or RE5 qualification preferred.

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