Role summary
Key ResponsibilitiesAssist financial advisers with preparing financial plans and Records of Advice.Conduct product, investment and fund research.Prepare quotations, product comparisons and client review documents.Assist with cash-flow modelling, retirement planning and risk analyses.Attend client…
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.NETMicrosoft 365CRMExcelAIUI
- LOCATION
- Johannesburg North, Gauteng
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- 09 Nov 2026
- CLOSING
- 09 Dec 2026
Source: Job Mail Public Jobs