financial advisor assistant jobs in South Africa

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...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...

A reputable financial services firm located in Centurion, Gauteng, is seeking an Assistant to support client engagement and office administration. The ideal candidate must have at least 3 years of administrative experience in the long-term insurance or financial services sector. Proficiency in Microsoft Office Suite and a valid driver's license are essential. This role involves managing client...

Company Description LexJes Design & Consulting specializes in providing tailored virtual support solutions to empower businesses, entrepreneurs, and professionals. Our experienced team of Executive, Personal, and Virtual Assistants offers a wide range of services, including administrative support, digital marketing, social media management, client service optimization, and recruitment solutions....

FICA & FAIS/ Compliance checks, Compliance administration Assisting the Financial advisor with maintaining the existing client base Attend to existing business queries General administration What you'll need: Matric Industry related qualification/certifications, i.e. Wealth Management course (advantageous) Computer literacy (Microsoft office-word, excel, Internet) Experience in the...

Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...

2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...

A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license...

Select how often (in days) to receive an alert: Create Alert Branch Consultant/Financial Advisor - Greytown Date: 23 May 2025 Location: Pietermaritzburg, KwaZulu Natal, ZA Who are we? Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to...

Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...

Your time is now to be your exceptional best at Old Mutual! Job Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach....

Job Description To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets. Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

A financial services firm in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and assist clients in managing their financial plans. The ideal candidate will have a minimum of 2 years of experience and possess a relevant degree. This role offers a commission-based earning structure and a hybrid working model, providing flexibility for working from home....

Role Overview Were looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification. Youll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with...

We are looking for specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who remains fit and proper at all...

Job Specification : Financial Advisor Overview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and...

Branch Consultant / Financial Advisor - Lusikisiki Date: 11 Apr 2025 Location: Mthatha, Eastern Cape, ZA Who are we? Sanlam Developing Markets [SDM] (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of...

A financial services firm based in Pretoria is seeking a Financial Advisor Assistant to support their dynamic team. The role involves assisting financial advisors in preparing and reviewing financial plans, maintaining client records, conducting market research, and managing schedules. Ideal candidates should have 1-2 years of experience, a strong understanding of financial products, and superior...

Branch Consultant/ Financial Advisor - Piet Retief Date: 4 Oct 2025 Location: Ermelo, Mpumalanga, ZA Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple...