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
Admin
Practice Management
Client liaison and communication
Other adhoc duties and calculations
Matric
Qualification in CFP, Investment Management, Financial Planning, Accounting or Tax
Criteria
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.
