Financial Advisor Assistant

Cape Town, South Africa

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Analytical, Detailed, Intuitive, Organised, Team Player

A fintech company is looking for a Financial Advisor Assistant to support a team in meeting targets, scheduling appointments, meeting with clients, assisting with data entry as well as keeping track of paperwork and claims management. Experience in a similar client liaison role is essential and any experience with underwriting is a bonus.

Industry: Insurance

Experience: 2 years

Offering: R20000