Overview
Financial Advisor Assistant Jobs in Pretoria, Gauteng, South Africa at Alexforbes
Title: Financial Advisor Assistant
Company: Alexforbes
Location: Pretoria, Gauteng, South Africa
We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.
Key Responsibilities
- Process new business and financial transactions
- Ensure FICA & FAIS compliance
- Prepare documentation and coordinate client meetings
- Manage client queries and provide regular updates
- Support client reviews and follow up on action items
- Maintain accurate client records and CRM updates
What We’re Looking For
- Strong attention to detail
- Excellent communication & client service skills
- Highly organized and able to multitask
- Proactive and able to work under pressure
- Good MS Office and system skills
Who are we:
At GF Wealth, a franchise of Alexander Forbes Financial Planning Consultants, we employ highly skilled technical people who provide expert solutions, delivered with simplicity, to create long-term relationships based on the value of trust. Our Private Client Wealth managers are committed to securing your financial well-being through every stage of your life.
- The Franchise was established in 2014, by the Alexander Forbes Group, as a means of providing truly independent financial advice. For this reason, every entity affiliated to our brand is required to operate based on the strict code of conduct and within the parameters established by Alexander Forbes.
- The Franchise is a holistic, personal financial services provider. Our expertise and core business lies in providing comprehensive financial planning and investment management advice to individuals as well as small- to medium-sized businesses.
We offer integrated financial planning solutions, tailored to suit the diverse and specific needs of our clients, with both the responsiveness and personal touch of a small firm and the strength and dependability of a large company.