Advisory Assistant - Durban

Recruiter: Headhunters

Job Ref: PE003910/RVW

Date posted: Wednesday, September 9, 2026

Location: Durban, South Africa

Salary: Monthly

SUMMARY: Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban. POSITION INFO: Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 2-3 years' experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory industry. Responsibilities: Communication and Client Intimacy Follow up on various instructions with internal and external stakeholders. Phone client to request documents and schedule meetings either via email or WhatsApp. Attend to client queries. Liaise with the events co-ordinator regarding RSVP on respective clients. Attend client presentation, Prospecting events and interact with clients. Liaise with finance division in respect of commission and fees. Friendly and caring to the client in all endeavours. Assist client in completing and signing documents. Attend frequent team catch up meetings. Administration Prepare documentation for client meetings. Load and update new business register. Complete forms and liaise with clients for signing docs. Request any FICA, KYC information from clients. Load clients onto the CRM system. Complete onboarding pack. Submit various instructions/workflows. Frequently track and monitor all instructions: New business, adhoc top ups, withdrawals, switches, maturities, income change and section 50 and section 14 transfers updating client information. Update beneficiary changes. Manage annual review schedule by keeping it up to date and scheduling appointments and confirming meetings with clients. Execute and monitor the actions that need to be taken on the conclusion of the meeting. Adhering to any outstanding requests from internal and external stakeholders. FSP transfers/confirmation of investments to be executed. Calculations Perform calculations in terms of fund allocation. Perform CGT calculations for switches /withdrawals. Perform fee report calculations for clients. Generate performance analysis of clients. Practice Management Ensure that Wills are accurately filled in the Wills safe. Constantly monitor and update FICA and FAIS. Manage depleted holdings. Ensure client has signed correct mandate. Ensure CRM system is kept up to date. Ensure CCM management and regular Dox Fox screening. Greater Office Contribution Assisting and mentoring of other Assistants. Assisting with reception on a rotational basis. Behave and communicate in line with the company's values of Integrity, Respect, Ownership and Excellence. Education Develop a moderate level of technical knowledge and ensure it is maintained or expanded. Participate in training and development as outlined in the individual training plan. Performance Assessment Contribute towards setting individual objectives and KPIs in conjunction with management and based on achieving business objectives. Provide accurate reports on individual performance and activities as requested. Contribute towards assessment of individual skills and compilation of training and development plan. Attend formal performance reviews at least annually. Comply with all business policies and procedures. Contribute towards assessment of office morale and culture. Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.