Wealth Planning Assistant: Bilingual Client Support

People Dimension; Pretoria; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial planning firm is seeking a Wealth Advisor / Assistant in Pretoria. The role will involve supporting financial planners with administrative tasks and client inquiries while preparing financial planning proposals and maintaining client relationships. The ideal candidate must have completed Matric and possess experience in life and risk insurance. Fluency in Afrikaans and English is mandatory for successful communication within a dynamic team environment.

Qualifications

• Must have completed Matric.
• Experience in life and risk insurance is essential.
• Demonstrated ability to maintain client relationships.

Responsibilities

• Support financial planners with administrative tasks.
• Prepare financial planning proposals.
• Manage client inquiries.

Skills

Fluency in Afrikaans

Fluency in English

Client relationship management

Administrative support

Education

Completed Matric

Job description

A leading financial planning firm is seeking a Wealth Advisor / Assistant in Pretoria. The role will involve supporting financial planners with administrative tasks and client inquiries while preparing financial planning proposals and maintaining client relationships. The ideal candidate must have completed Matric and possess experience in life and risk insurance. Fluency in Afrikaans and English is mandatory for successful communication within a dynamic team environment.