Dynamic Financial Advisor Assistant & Client Support

Juanie Nel

Somerset West

Presencial

ZAR 180 000 - 240 000

Tempo integral

Há 6 dias

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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.