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Financial Advisor - Assistant/financial advisor in Western Cape - NuCareers

NuCareers

NuCareer is an Independent Consultancy specialising in headhunting and recruitment of Finance, FMCG, Financial Services, Construction and Building, Manufacturing and Property professionals in the Western Cape. NuCareers has an extensive database and network of highly skilled candidates. Recruiter from sector Professional services, located in Western Cape, From 1 to 10 workers

    About this job ad 30 October

    Salary

  • Negotiable
  • Province

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


  • INDEPENDENT financial service company - ADVISOR ASSISTANT/Financial advisor
    Durbanville
    AFRIKAANS AND ENGLISH speaking
    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
    Inbox CV and recent photograph

  • 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

  • Financial Advisor - Assistant/financial advisor in City of Cape Town, Western Cape

  • Recruiter

    NuCareers
  • Work type

    Casual

  • Type of contract

    Permanent contract

  • Salary

    Negotiable

  • Apply now

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