Wealth Adviser Assistant
Employer via Adzuna
Bo-Kaap, Western Cape Posted 19 sept Closes 19 Oct
Type
Full-time
Pay
Not disclosed
Experience
Entry level
Work setup
On site
Category
Customer Service & Call Centre
About the job
Role: Wealth Adviser AssistantCategory: Financial ServicesLocation: Worcester, Western CapeSalary: Market-related Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.Responsibilities:Gather policy information and compile summaries. Prepare proposals and client reviews using set templates. Handle data capturing and…
This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.
Location: Bo-Kaap
This employer takes applications on their own site.
Read the full advert and apply on Adzuna