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Client Services Specialist

Are you a leading administrator and adviser support professional in the Financial Planning Market looking for an exciting change?

A small team of Financial Advisers needs your assistance and expertise in ensuring the business processes and procedures run smoothly. 

  • Helping financial advisers with their portfolios 
  • Assisting with client queries 
  • Scheduling meetings for advisers
  • Assisting with general administrative duties and claims 
The business has a strong market presence and offer support and training in your role with flexibility to work from home and career growth into the future. 
Possibly becoming an Adviser or a team leading role. 

If this sounds like you please apply on the link or contact Hayley Jordaan on 021 191 1101 or email your CV to

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