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Job Description
We are looking for a detailed-orientated and client-focused Financial Advisor Assistant to provide efficient high-quality administrative and client servicing support to Financial Advisors within our Wealth space. This role focuses on enabling the acquisition of new clients, supporting the management of an existing client base and delivering an exceptional end-to-end client experience. Key Focus Areas Process financial transactions and ensure full FICA, FAIS & FCC compliance Support advisors with client interactions, meetings and ongoing communication Maintain accurate client records and manage reviews Update systems, handle queries and keep operations running smoothly Assist with onboarding and new business pipeline management What weβre looking for Matric (essential) | RE5 & industry qualification (advantageous) 3+ years in Financial Services Strong knowledge of investments, life products & offshore solutions High attention to detail with strong compliance awareness Proficient in M...