Financial Advisor Assistant

About the role

NMG Benefits provides consulting, actuarial and administration expertise in healthcare and retirement fund environments, including financial planning for individuals. The Financial Advisor Assistant provides administrative, operational and client-service support to the Financial Advisor so that financial planning and advisory services can be delivered efficiently. The role covers client documentation, coordination of financial planning processes, accurate client records, facilitation of transactions and support for compliance with financial-services regulations. It is an administrative and support position, not a role providing regulated financial advice.

Key responsibilities

• Provide daily administrative and operational support to the Financial Advisor, including preparing planning documents, presentations, quotations and proposals, and coordinating appointments and follow-ups.
• Track outstanding client instructions, maintain records of advisor activities and client interactions, and manage advisory projects with full accountability.
• Act as a primary administrative contact for clients, assist with onboarding and updating client information, and coordinate annual portfolio reviews.
• Assist with processing investment applications, withdrawals, switches and transfers, and prepare documentation for retirement annuities, pension preservation funds, living annuities and life insurance and disability cover.
• Support compliance with the FAIS Act, FICA verification, and POPIA record keeping, and help maintain audit-ready client files.
• Maintain client databases and CRM systems, prepare weekly and monthly reports, and monitor outstanding applications and queries.

Required profile

• Grade 12 / Matric certificate (essential).
• Relevant qualification in Financial Planning, Finance, Business Administration or a related field (advantageous).
• Two to three years of experience in a financial advisory, wealth management, insurance or financial-services administrative environment.
• Experience supporting Financial Advisors or Financial Planners and processing investment, retirement and insurance documentation.
• Working knowledge of FAIS, FICA and POPIA requirements.

Required skills

• Proficiency in Microsoft Office, especially Outlook, Word and Excel.
• Experience with financial-services administration platforms and CRM systems such as Zoho.
• Understanding of financial planning and investment products, client onboarding and documentation management.