Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’ cus...
We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.
Key Responsibilities
Process new business and financial transactions
EnsureFICA & FAIS compliance
Prepare documentation and coordinate client meetings
Manage client queries and provide regular updates
Support client reviews and follow up on action items
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