Assistant to Financial Planner - - Centurion

Are you passionate about helping individuals achieve their financial goals? Do you possess exceptional analytical skills and a knack for strategic planning? If so, we invite you to embark on an exciting career journey with a leading financial services company as an Assistant to a Financial Planner.

Duties:

Generate all related docs required for new business
Provides administrative support and partner with Wealth Manager
Accountable for service delivery
Collaborates and networks effectively with others to achieve results
Adhere to all compliance requirements
Manage client relationships
Analyse investment plans

Education and experience:

Relevant tertiary qualification (e.g. financial admin, financial/para planning type qualification nice to have)
Previous exposure to dealing with and assisting clients in terms of a financial planning

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