Wealth Adviser Assistant | Worcester, Western Cape

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 conduct product information research. Manage new applications, quotations, and existing client enquiries. Manag…