Job Description
We are seeking a highly organised and detail-oriented Financial Advisor Assistant to join our team on a full-time, on-site basis in the Menlyn, Pretoria area.
This role is integral to supporting financial advisers by ensuring the efficient administration of client portfolios, maintaining exceptional service standards, and contributing to a seamless client experience. The ideal candidate will demonstrate:
Strong experience in financial administration, including Section 14 transfers, Retirement Annuities (RA), Living Annuities (LA), policy reviews, and claims processing. Exceptional organizational skills with a high level of accuracy and attention to detail. A process-driven mindset with the ability to manage multiple priorities simultaneously. Excellent verbal and written communication skills, both client-facing and within a professional team environment. Proficiency in industry systems and platforms, including Xplan, Astute, LWDP, and various product provider portals....Ready to Apply?
Submit your application today and join our talented team at Employment Solutions.
Submit ApplicationJob Details
- Location pretoria, gauteng
- Job Type Full-time
- Category Other-General
- Posted Date June 26, 2026
- Application Deadline August 05, 2026