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Financial Advisor Assistant

Hire Resolve

Pretoria, Gauteng, South Africa FULL_TIME June 11, 2026
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Opportunity 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...
  • FULL_TIME Financial Specialists

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