Professional Assistant to Financial Advisor (Degree / CFP) – Kloof

Kloof, KwaZulu-Natal
Permanent
Full-time

29 days ago
Apply easily

,Our reputable client in the financial services industry, based in Kloof, is looking to employ a Professional Assistant to provide technical and planning support to a Financial Advisor and their clients. This role is ideal for a well-organised, detail-orientated individual with a strong grasp of financial planning, portfolio reviews, and client servicing.The ideal candidate will be responsible for the preparation of financial plans, conducting in-depth portfolio analysis, drafting advice documents, and ensuring efficient internal workflow and collaboration across the advisory team.Requirements:

Matric
Relevant tertiary qualification (e.g. BCom, CFP, or progress toward CFP) will be an advantage
At least 2 years of experience in a financial planning or advisory support role
Strong understanding of local and offshore investment products, risk planning, and estate planning
Proficient in MS Office (Excel, Word, Outlook); experience with CRM systems advantageous
Ability to conduct technical investigations and formulate sound recommendations
Ability to work efficiently in a digital or paperless environment

To Apply:Please email your CV to𝗣𝗹𝗲𝗮𝘀𝗲 𝗻𝗼𝘁𝗲 𝘁𝗵𝗮𝘁 𝗮𝗹𝗹 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗺𝘂𝘀𝘁 𝗯𝗲 𝗺𝗮𝗱𝗲 𝘃𝗶𝗮 𝘁𝗵𝗲 𝗲𝗺𝗮𝗶𝗹 𝗮𝗱𝗱𝗿𝗲𝘀𝘀 𝗮𝗯𝗼𝘃𝗲.𝗡𝗼 𝘁𝗲𝗹𝗲𝗽𝗵𝗼𝗻𝗶𝗰 𝗼𝗿 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗮𝗰𝗰𝗲𝗽𝘁𝗲𝗱.We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.By applying, you confirm that:

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Dixie Recruitment