Advisory Assistant (Ref: DOADVISORY)

Position in the Financial sector in Sandton - Gauteng
Posted On Friday 27 October 2023
Job Description:

Our client in the financial services industry based in Gauteng are currently seeking the skills of an Advisory Assistant.


This role will provide support and admin to Advisors regarding client relationships and retention and acquisition of clients


 Main job function 


Practice Management  

Client liaison and communication

Other adhoc duties and calculations 



Qualification in CFP, Investment Management, Financial Planning, Accounting or Tax



3-5 years experience

Knowledge of financial markets

Knowledge of insurance and investment products



A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.

Please contact Debbie Olivier