Advisory Assistant - Durban

Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 23 years experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory industry. Responsibilities: Communication and Client Intimacy Follow up on various instructions with internal and external stakeholders. Phone client to request documents and schedule meetings either via email or WhatsApp. Attend to …