Financial Advisor Assistant

SUMMARY:
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POSITION INFO:

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.