Advisor Assistant - Cape Town Verfied

R 10k-15k per month Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 19-10-2016 10:59:03 AM
16-11-2016 10:59:03 AM
My client, an Independent Financial Services company in Durbanville is seeking an Advisor Assistant.
Job description / Role / Experience
- Experience 2-3 years in the Financial Advisory Industry
- Qualifications – B.Comm. or like preferable (part qualifications will be considered) and RE exams
- Drawing up and comparing quotations for multiple service providers
- Administration of investment platforms (Mostly Investec and Allan Gray)
- Ability to prepare a basic financial plan
- Prepare a client review
- Client and Broker administration
- Manage appointments and calendar
- Administrate CRM / Compliance / Financial Needs Analysis programme
- Proficient in Excel and Word
- Fluent in Afrikaans and English
- Ability to converse with clients with confidence and fulfil a junior advisor function
- 50 % admin assistant / 20% Para-planner / 30% Broker
Salary: R10k - R15k

Recruiter: NuCareers