Position Overview
Overview
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:
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:
Minimum of 1-2 years experience in a similar role within the fina...