Financial Advisor Assistant
Arvo Stellenbosch
Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant, in Stellenbosch.
Key Responsibilities:
- Assist in preparing financial plans, reports, and documentation.
- Handle client queries via email, WhatsApp, and phone.
- Manage follow-ups and ensure client requests are processed efficiently.
- Prepopulate and submit application forms for investments, tax-free savings, and retirement annuities.
- Prepare comparative quotations for investment and risk products.
- Track tasks in progress and escalate issues where necessary.
- Conduct market and product research for client presentations.
- Ensure compliance with all regulatory and administrative processes.
Requirements:
- At least 2 years of experience in the financial services industry.
- Fluent in Afrikaans and English.
- Strong administrative skills with attention to detail.
- Basic knowledge of investment and wealth management products.
- Proficient in MS Office (Word, Excel, Outlook).
- Fast and accurate typing skills.
- RE5 qualification will be an advantage.
- NQF5 qualification in financial planning or equivalent will be an advantage.
- Experience with Salesforce or other financial CRM systems will be an advantage.
Competencies:
Area: StellenboschSalary offered: R20 000 to R30 000 (depending on number of years’ experience).
Starting date: As soon as possible.
Please apply online for this position if you meet the above-mentioned requirements.
Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks.
HeadhuntersCape Town, 41 km from Stellenbosch
Requirements:
Education and Certification:
• Matric.
• Regulatory Examination (RE5) certification.
• Class of business CPD points.
• Must meet Fit and Proper Requirements.
• Clear criminal and credit record.
Experience:
• Established Advisors...
ARVOStellenbosch
Job title: Financial Advisor
Company Description:
Our client is seeking a motivated and knowledgeable Financial Advisor to join their growing team. As a key player in the finance department, you will work directly with clients to provide...
ARVOStellenbosch
Job Title: Financial Advisor Assistant
Company Overview:
Our client, a dynamic financial services company, is looking for a capable Financial Advisor Assistant to support their team of financial advisors in providing exceptional service to clients...