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Financial Advisor Assistant

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Hire Resolve
📍 Pretoria, South Africa
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Location Pretoria
📅
Posted June 13, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Overview

Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships.

Responsibilities:

  • Assist Financial Advisors in preparing and reviewing financial plans
  • Create and maintain comprehensive client records and reports
  • Conduct market research to identify investment opportunities
  • Provide timely responses to client inquiries and service requests
  • Coordinate appointments and manage schedules for Financial Advisors
  • Assist in the onboarding process for new clients
  • Ensure compliance with industry regulations and policies
  • Support various administrative tasks as required

    • Requirements:

  • Minimum of 1-2 years experience in a similar role within the fina...

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    📍 Location Details

    🌆
    City
    Pretoria
    🗺️
    Country
    South Africa
    🚗
    Commute
    Local Area

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