Assistant to Financial Planner - Johannesburg
Network Finance
Reference: NFC021664-Sel-1This is a perfect opportunity for a talented and motivated individual to join the team as an Assistant to a Financial Planner. 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 APPLY NOW If you are interested in this opportunity, please apply directly. For more finance jobs, please visit www.networkrecruitment.co.zaIf you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.For more information, contact:Selena NaidooResearcher R 250000 - R 300000
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