Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth
legal professionals, financial advisors, and internal staff.
Advisor, you will work closely with senior advisors and assist in providing legal advice and support to
Advisor, you will work closely with senior advisors and assist in providing legal advice and support to
enquiries in the absence of the advisors; escalate as and when necessary. Assist dependents with the completion
enquiries in the absence of the advisors; escalate as and when necessary. Assist dependents with the completion
in the absence of the advisors; escalate as and when necessary.â
Matric is essential
Additional Certificates / Qualifications will secure
2-3 years in the financial services / insurance industry experience is essential
The Personal Assistant will support the Financial Advisor in providing the required levels of client service
to the Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with the
to the Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with the