Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant , in Stellenbosch. […]
- Assist in preparing financial plans, reports, and documentation. […]
- Manage follow-ups and ensure client requests are processed efficiently.
- Prepopulate and submit application forms for investments, tax-free savings, and retirement annuities.
- Prepare comparative quotations for investment and risk products. […]
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