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Financial Advisor Assistant

icon building Company : Recruitmymom
icon briefcase Job Type : Full Time
icon geo-alt Cape Town, South Africa

Job Description - Financial Advisor Assistant

A well-established and dynamic financial advisory practice is looking for a dedicated Financial Advisor Assistant to join their close-knit team. This is a permanent, full-time position with working hours of 08:00 to 16:30, Monday to Friday, offering some flexibility. 

The practice operates predominantly within the retirement space, delivering tailored financial planning and investment advice to clients. As part of a small, supportive team of four to five staff members, this role is created to partner directly with a lead Financial Advisor, taking full ownership of administrative workflows, client review prep, and compliance documentation. This role is ideally suited to a mature, detail-oriented administrator who takes pride in producing immaculate, accurate work, thrives on routine and precision, and is looking for a stable, long-term position where they can become a valued, integral part of the business.

Responsibilities:

  • Client Review & Meeting Preparation: Assist the Financial Advisor in preparing for client meetings and annual reviews; compile and double-check review packs, presentations, and necessary documentation accurately and timeously.
  • Workflow & Administrative Management: Take full ownership of day-to-day administrative tasks to free up advisor capacity; track ongoing reviews, execute follow-ups, and keep the advisor organized and ahead of schedule.
  • Document & File Management: Maintain meticulous, up-to-date, and confidential client files and records in line with practice standards.
  • Compliance & Transaction Processing: Coordinate with internal team members to ensure the smooth, accurate execution of client transactions, account maintenance, and compliance alignment.
  • Client & Team Support: Serve as a reliable, professional liaison for client queries, ensuring prompt, courteous service and building trusted relationships.


Requirements



  • 4+ years’ experience in an administrative or client servicing role (experience within wealth management, financial planning, or retirement is advantageous, but full industry training will be provided).
  • Proven track record of exceptional attention to detail, accuracy, and organizational skills.
  • High proficiency in the Microsoft Office Suite (Excel, Word, Outlook).
  • Strong written and verbal communication skills with a professional, client-centric approach.
  • Highly reliable, proactive, and genuinely content in a dedicated, pure administrative role.
  • Ability to manage repetitive, detail-heavy workflows efficiently and independently in a fast-paced environment.




Benefits


  • Flexible Working Arrangements: Balanced Workplace Culture: Enjoy a supportive team environment with some work flexibility.
  • Culture & Stability: A warm, supportive small-team environment (4–5 staff in total) offering long-term stability.
  • Valued Contribution: A position where your administrative support directly impacts business success and is genuinely appreciated every day.


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