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Advisor Assistant/Financial Advisor - with experience in Western Cape - NuCareers

NuCareers

NuCareers is a Consultancy specialising in headhunting, sourcing and recruitment of Financial Services, Office Support, Sales and Marketing, Construction and Building, Logistics, IT and Property professionals in the Western Cape & Gauteng. NuCareers has an extensive database and network of highly skilled candidates.

Why use a Headhunter?

Headhunters are recruiters who search for passive candidates to fill the positions. Passive candidates are the one’s who do not look for a change nor do they publish their profile online. These successful candidates are in high demand and are well settled and hide their identity. The Headhunter research companies and target these candidates through various Headhunting techniques and fill the positions. Recruiter from sector Human Resources, located in Western Cape, From 1 to 10 workers

    About this job ad 19 September

    Salary

  • Negotiable
  • Province

  • Durbanville, City of Cape Town, Western Cape
  • Description


  • 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: R10 000 - R15 000
    To apply, forward your CV and a presentable photo to the advertiser.

  • Number of vacancies: 1
  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Years of experience: 3
  • Language(s): English ,Afrikaans
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Advisor Assistant/Financial Advisor - with experience in City of Cape Town, Western Cape

  • Recruiter

    NuCareers
  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary

    Negotiable

  • Apply now

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