- Pretoria
- Salary: R20 833.00 - R29 167.00 Per Month
- Job Type: Permanent
- Sectors: Investment Finance
- Reference: 105715
Vacancy Details
Employer: Hire Resolve
- 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
- Salary negotiable
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:
Benefits:
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.
14 people have applied for this job. 222 people have viewed this job.
About Hire Resolve
Hire Resolve removes the stress of the career search by
understanding you as an individual. We take more than just your qualifications
into account, considering factors like your salary and benefits expectations as
well as your preferred workplace culture to ensure that we find the perfect
opportunities to meet your unique needs.
As a specialist recruitment agency, we focus on the
Engineering, Finance, IT, Mining, Manufacturing, and Logistics industries. Our
team of recruitment consultants is well-versed and highly networked in the
industries in which they operate and are dedicated to ensuring that every
placement is a perfect fit.
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