Job Summary
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: Stellenbosch
Salary 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.
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