Advisory Assistant - Port Elizabeth

Requirements: Grade 12 / Matric. Relevant Degree or Diploma in administration, financial services or business. 23 years experience in financial planning, investments, insurance, or a related financial services environment. Knowledge of FICA, FAIS and CRM systems. Knowledge in Astute, nCino or similar systems. Experience supporting financial advisors and managing client instructions. Responsibilities: Serves as the main coordination point between clients, advisors, and service providers, ensurin…