Advisory Assistant – Kloof

Dixie Recruitment

  • Kloof, KwaZulu-Natal
  • Permanent
  • Full-time
  • 30 days ago
  • Apply easily
,Our well-respected client in the financial services industry, based in Kloof, is looking to appoint an Advisory Assistant. This is an exciting opportunity for an experienced, client-focused individual to support Financial Advisors across all aspects of client relationship management, administration, and practice coordination.The successful candidate will assist with the preparation and follow-up of client instructions, manage onboarding and compliance documentation, track investment processes, and ensure excellent client service throughout.Requirements:
  • Matric
  • A relevant tertiary qualification would be advantageous
  • Minimum of 3 years' experience in a financial services or advisory support role
  • Solid understanding of FICA, FAIS, and related compliance processes
  • Proficient in MS Office (especially Excel), Outlook, Teams, SharePoint and/or CRM systems
  • Valid driver's license
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:
  • We may retain your personal information in our database for future matching of suitable opportunities
  • We may contact you when suitable opportunities arise
  • The information you have provided to us is true, correct and up to date

Dixie Recruitment