Advisors Assistant

SUMMARY:
My client, a leading financial services company is seeking to employ an Advisor's Assistant with a minimum of 3 years experience within the financial services industry to join their team.

Min matric essential.  A financial services qualification and / or RE5 qualification preferred.

POSITION INFO:
Key responsibilities:

• Providing administrative support to the financial adviser
• Preparing documentation for client meetings and reviews
• Processing new business, switches, withdrawals and other client instructions
• Liaising with product providers and following up on outstanding requirements
• Maintaining accurate client records and ensuring FICA and compliance documentation is complete
• Responding to client queries professionally and timeously
• Diary and meeting management

• Matric (Grade 12); a relevant financial services qualification will be advantageous
• Minimum of 3 years' experience in the financial services industry
• Fluent in both Afrikaans and English (written and verbal)
• RE5 qualification (or willingness to complete it within the regulatory timeframe)
• Meets FAIS Fit and Proper requirements
• Proficient in Microsoft Office (Outlook, Word and Excel)

• Strong attention to detail and accuracy
• Excellent organisational and time management skills
• Professional, client-focused attitude
• Ability to work independently and handle confidential information with discretion