Financial Advisor Assistant
Hire Resolve Saturday, 02 November 2024 21Job Summary
Hire Resolve's client is looking for a Financial Advisor Assistant in Pretoria. As part of our client's dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships.
Responsibilities:
- Assist Financial Advisors in preparing and reviewing financial plans
- Create and maintain comprehensive client records and reports
- Conduct market research to identify investment opportunities
- Provide timely responses to client inquiries and service requests
- Coordinate appointments and manage schedules for Financial Advisors
- Assist in the onboarding process for new clients
- Ensure compliance with industry regulations and policies
- Support various administrative tasks as required
- Minimum of 1-2 years experience in a similar role within the financial services industry
- RE5 certification is beneficial
- Prior experience in life insurance and investment planning
- Strong understanding of financial products and services
- Proficient in MS Office applications, particularly Excel and PowerPoint
- Superior communication and client-facing skills
- Team player with a proactive approach to problem-solving
- Ability to manage sensitive information responsibly
Benefits:
- Salary negotiable
Contact Hire Resolve for your next career-changing move today. Apply by visiting the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com. We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
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