Financial Advisor Support & Admin Specialist

Helderberg Personnel; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license and own transport are essential.

Qualifications

• Grade 12 (Essential).
• 5+ years' experience at a financial advisory practice is advantageous.
• Strong computer skills essential.
• Own vehicle, transport and driver's license essential.

Responsibilities

• Scheduling meetings and general office administration.
• Assisting the financial advisor with client service.
• Processing new business and follow-up of client transactions.
• Maintaining filing and recording systems.
• Preparing presentations and client documentation.

Skills

Multitasking

Client communication

Office administration

Verbal and written communication in Afrikaans

Verbal and written communication in English

Education

Grade 12

Post Matric qualification

Tools

Spreadsheet software

Word processing software

Job description

A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license and own transport are essential.