Financial Advisor Assistant

Short Job Description: 

An excellent opportunity is available for a personal assistant to a Financial Advisor at an independent advisory firm in Somerset West. This role requires a minimum of 2 years’ experience at a financial advisory practice. This is a half-day role and the remuneration is R12k per month.

Where will the candidate work from, if not home based? (Town/Suburb or state work-from-home): 
Office in Somerset West
Select which one of these best describes the role: 
Part-time hours
Main area of expertise for this position: 
Administration - Investments or Insurance
Fund Administration
Other - Investments and Insurance
Required Qualification: 
Grade 12
Required computer program skills: 
MS Office & Excel
Estimated hours (state hours per day or week): 
8am - 13:00
Remuneration in ZAR: 
R12k per month
Remuneration term: 
Job posting date: 
Monday, September 9, 2019
Full Job Description: 

Main duties and responsibilities include:


  • Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers (extensive typing);
  • Assisting the financial advisor in her job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;
  • Filing, capturing client data, updating spreadsheets and word documents;
  • Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
  • Follow-up all client transactions, implementation of new business etc;
  • Drawing statements from service providers and summarising client portfolio information;
  • Update commission sheets;
  • Preparation of the necessary presentations, investment summaries and documentation for client review meetings.


Experience and knowledge required:


  • Grade 12 (NQF Level 5 Wealth Management / Financial Planning would be advantageous);
  • Minimum 2 years' experience as a financial advisor assistant in investments and long term insurance with multiple service providers;
  • Fully Bilingual in Afrikaans & English;
  • Must have own transport;
  • Ability to work under pressure and meet deadlines;
  • Methodical, detailed and organised work style;
  • Professional Appearance;
  • Excellent Communication Skills;
  • Team player and can take initiative;
  • Proactive with a sense of urgency;
  • People Orientated;
  • Thorough knowledge of FIC and FAIS legislation would be advantageous.


Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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