Description

FINANCIAL ADVISOR ASSISTANT

Cape Town / Northern Suburbs

Salary: R20 000 per month

We are looking for a highly organised, professional and motivated individual to join our team at Combined Wealth, providing dedicated administrative and client service support to one of our Senior Financial Advisors.

The successful candidate will play an important role in ensuring the efficient day-to-day management of the advisor's practice and maintaining excellent client relationships.

Key Responsibilities

Provide administrative and operational support to a Senior Financial Advisor.

Prepare and process investment and insurance documentation.
Liaise with clients, investment platforms and product providers.
Assist with new business applications, investment switches, withdrawals and policy servicing.
Maintain accurate client records and ensure documentation meets compliance requirements.
Schedule client appointments and assist with meeting preparation.
Follow up on outstanding applications and client requests.
Deliver professional and efficient client service.
Accurate record keeping of documents for compliance.
Preparation of information needed for compliance meetings.
Organising of all client information and files in one online system.

Requirements

Previous experience in the financial services industry, preferably within a financial advisory practice.
Knowledge of investment products, retirement funds and insurance products.
Strong administrative and organisational skills.
Excellent written and verbal communication skills.
Computer literacy, particularly Microsoft Office.
High attention to detail and the ability to work independently.
A professional approach to client confidentiality and service.

Please Send your resume/CV