Financial Advisor Assistant

Helderberg Personnel CC

Somerset West

Presencial

ZAR 180.000 - 360.000

Tempo integral

Há 4 dias

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Resumo da vaga

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.