Financial Advisor Support Specialist

Whizants (Pty) Ltd.; Cape Town; On-site; ZAR 300 000 - 480 000; Full time

Job summary

A financial services company is seeking a Financial Advisor Consultant (FAC) to support Financial Advisors fostering client relationships and driving sales. The role focuses on administrative tasks, managing appointments, and ensuring meticulous client data management. Successful candidates will possess strong organizational skills, written and verbal communication abilities, and a sales-oriented mindset, along with relevant qualifications and experience.

Qualifications

• Grade 12 (Matric) minimum; relevant diploma or qualification in Financial Services, Administration, or Business would be an advantage.
• 1–3 years’ experience in a financial services, client service, or administrative support role.

Responsibilities

• Manage the advisor’s diary and prepare files for meetings.
• Convert leads into appointments and sales while ensuring excellent client service.
• Handle all related sales administration and compliance documentation.

Skills

Organizational skills

Communication

Attention to detail

Client-focused

CRM proficiency

Sales-oriented mindset

Education

Grade 12 (Matric)

Diploma in Financial Services, Administration, or Business

Tools

CRM systems

Microsoft Office

Job description

A financial services company is seeking a Financial Advisor Consultant (FAC) to support Financial Advisors fostering client relationships and driving sales. The role focuses on administrative tasks, managing appointments, and ensuring meticulous client data management. Successful candidates will possess strong organizational skills, written and verbal communication abilities, and a sales-oriented mindset, along with relevant qualifications and experience.