Advisory Assistant – Port Elizabeth

JVR Software; Gqeberha; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

JVR Software in South Africa seeks a detail-oriented administrator with experience in financial planning and client servicing. The role supports advisors, processes instructions, onboarding, and ensures compliant, audit-ready records.

You will coordinate between clients, advisors and service providers, maintain confidential records, drive efficient service delivery, and uphold company values while delivering accurate, quality work.

Qualifications

• Grade 12 / Matric.
• Relevant Degree or Diploma in administration, financial services or business.
• 2-3 years' experience in financial planning, investments, insurance, or a related financial services environment.
• Knowledge of FICA, FAIS and CRM systems.
• Knowledge in Astute, nCino or similar systems.
• Experience supporting financial advisors and managing client instructions.

Responsabilités

• Serves as the main coordination point between clients, advisors, and service providers, ensuring all requests and communication to ensure a seamless professional service.
• Supports client onboarding, new business, and ongoing servicing by accurately processing instructions and documentation from start to finish.
• Maintains accurate, compliant, and audit-ready client records while protecting confidentiality and following internal standards.
• Supports efficient service delivery through effective workflow management, consistent system use, teamwork, and continuous improvement.
• Contributes positively to the broader success of the business by demonstrating the company’s values, maintaining excellence, professionalism, and compliance, supporting colleagues where appropriate, and consistently delivering accurate, quality work that strengthens client service and team performance.

Connaissances

Financial planning experience

FICA/FAIS/CRM knowledge

Astute/nCino knowledge

Client instruction support

Formation

Matric/Grade 12

Degree or Diploma in administration/financial services/business

Description du poste

• Relevant Degree or Diploma in administration, financial services or business.
• 2-3 years' experience in financial planning, investments, insurance, or a related financial services environment.
• Knowledge of FICA, FAIS and CRM systems.
• Knowledge in Astute, nCino or similar systems.
• Experience supporting financial advisors and managing client instructions.

Responsibilities:

• Serves as the main coordination point between clients, advisors, and service providers, ensuring all requests and communication to ensure a seamless professional service.
• Supports client onboarding, new business, and ongoing servicing by accurately processing instructions and documentation from start to finish.
• Maintains accurate, compliant, and audit-ready client records while protecting confidentiality and following internal standards.
• Supports efficient service delivery through effective workflow management, consistent system use, teamwork, and continuous improvement.
• Contributes positively to the broader success of the business by demonstrating the company’s values, maintaining excellence, professionalism, and compliance, supporting colleagues where appropriate, and consistently delivering accurate, quality work that strengthens client service and team performance.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.

Requirements:

• Grade 12 / Matric.
• Relevant Degree or Diploma in administration, financial services or business.
• 2-3 years' experience in financial planning, investments, insurance, or a related financial services environment.
• Knowledge of FICA, FAIS and CRM systems.
• Knowledge in Astute, nCino or similar systems.
• Experience supporting financial advisors and managing client instructions.

Responsibilities:

• Serves as the main coordination point between clients, advisors, and service providers, ensuring all requests and communication to ensure a seamless professional service.
• Supports client onboarding, new business, and ongoing servicing by accurately processing instructions and documentation from start to finish.
• Maintains accurate, compliant, and audit-ready client records while protecting confidentiality and following internal standards.
• Supports efficient service delivery through effective workflow management, consistent system use, teamwork, and continuous improvement.
• Contributes positively to the broader success of the business by demonstrating the company’s values, maintaining excellence, professionalism, and compliance, supporting colleagues where appropriate, and consistently delivering accurate, quality work that strengthens client service and team performance.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.