Financial Advisory Assistant – Client-Centric Admin Pro

Headhunters; Durban; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Headhunters is seeking an Advisory Assistant/Financial Planning Assistant in Durban. The role focuses on client communication, document collection, and coordinating meetings with clients and internal stakeholders.

You will manage onboarding, data entry, FICA/FAIS compliance, and maintain CRM records while supporting a professional financial services team. Prior industry experience is preferred.

Qualifications

• Grade 12 / Matric.
• Relevant Degree or Diploma.
• 2–3 years’ experience in an Advisory Assistant, Financial Planning Assistant or similar role.
• Knowledge of FICA, FAIS and CRM systems.
• Previous experience within the financial services or financial advisory industry.

Responsibilities

• Follow up on instructions with internal and external stakeholders.
• Phone client to request documents and schedule meetings either via email or WhatsApp.
• Attend to client queries.
• Liaise with the events co-ordinator regarding RSVP on respective clients.
• Attend client presentation, Prospecting events and interact with clients.
• Liaise with finance division in respect of commission and fees.
• Friendly and caring to the client in all endeavours.
• Assist client in completing and signing documents.
• Attend frequent team catch up meetings.

Skills

Advisory Assistant experience

CRM systems knowledge

FICA/FIAIS knowledge

Financial services experience

Education

Grade 12 / Matric

Relevant Degree or Diploma

Job description

Headhunters is seeking an Advisory Assistant/Financial Planning Assistant in Durban. The role focuses on client communication, document collection, and coordinating meetings with clients and internal stakeholders.

You will manage onboarding, data entry, FICA/FAIS compliance, and maintain CRM records while supporting a professional financial services team. Prior industry experience is preferred.