π Local Job Near You
Financial advisor assistant
Employment Solutions
π
pretoria, South-Africa
Location
pretoria
Posted
June 26, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
We are seeking a highly organised and detail-oriented Financial Advisor Assistant to join our team on a full-time, on-site basis in the Menlyn, Pretoria area.
This role is integral to supporting financial advisers by ensuring the efficient administration of client portfolios, maintaining exceptional service standards, and contributing to a seamless client experience. The ideal candidate will demonstrate:
Strong experience in financial administration, including Section 14 transfers, Retirement Annuities (RA), Living Annuities (LA), policy reviews, and claims processing. Exceptional organizational skills with a high level of accuracy and attention to detail. A process-driven mindset with the ability to manage multiple priorities simultaneously. Excellent verbal and written communication skills, both client-facing and within a professional team environment. Proficiency in industry systems and platforms, including Xplan, Astute, LWDP, and various product provider portals....