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Financial Advisor Assistant
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Cora ONeil Recruitment AgencyPretoria, South AfricaFinancial Advisor Assistant
Hire ResolvePretoria, Gauteng, South AfricaHire Resolves client is looking for a Financial Advisor Assistant in Pretoria. As part of our clients 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
Requirements :
Benefits :
Contact Hire Resolve for your next careerchanging move today. Apply byvisiting the Hire Resolve website : hireresolve.usor email us your CV : emailprotected. 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.
Required Experience :
Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills
Employment Type : Full-Time
Department / Functional Area : Finance
Experience : years
Vacancy : 1