Financial Advisor Assistant

Pretoria, Gauteng, South Africa

Job Description


Job Summary Hire Resolve' client is seeking a dedicated and detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing superior financial planning and investment advice to clients. The ideal candidate will have strong organizational skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.Key Responsibilities:
- Assist Financial Advisors in preparing client meetings and presentations
- Conduct research and analysis on financial products, markets, and investment opportunities
- Manage client files and documentation, ensuring accuracy and confidentiality
- Help maintain client relationships by providing exceptional customer service and responding to inquiries in a timely manner
- Support Financial Advisors in developing financial plans and investment strategies tailored to each client's unique needs
- Coordinate with internal teams to ensure smooth execution of client transactions and account maintenance
- Stay up-to-date on industry regulations and best practices to ensure compliance with all relevant laws and guidelinesQualifications:
- 1-2 years of experience in a financial services role preferred
- Strong knowledge of investment products and financial planning concepts
- Excellent organizational and time management skills
- Proficiency in Microsoft Office Suite and financial software applications
- Exceptional written and verbal communication skills
- Ability to work effectively in a fast-paced, team-oriented environmentBenefits:
- Competitive salary and benefits package
- Opportunity for professional growth and development
- Supportive and collaborative work environment
- Health and wellness programsIf you meet the qualifications and are eager to support our team of Financial Advisors in providing top-notch financial advice to our clients, we encourage you to apply for the Financial Advisor Assistant position.Apply for this role today, contact Shaun Ferreira at Hire resolve or on LinkedInYou can also visit the Hire Resolve website: or email us your CV: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.Hire ResolveIT/ComputerRecruiterAboutSpecialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.

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Job Detail

  • Job Id
    JD1331381
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pretoria, Gauteng, South Africa
  • Education
    Not mentioned