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Advisory Specialist

Our Reputable Financial Services Client in Johannesburg is urgently looking for an Advisory Specialist for their growing and dynamic team in Pretoria. Job Purpose: To Provide Defined Advisory Services on All Aspects of Wealth Management, Excluding Investments, To Wealth Clients Via Their Private Bankers / Wealth Managers and By Assisting Private Bankers ⁄ Wealth Managers Indirectly to Grow Their Client Book. The Advisory Specialist Will Report to The Relevant Regional Senior Advisory Specialist (Team Leader) For All Advisory Services in Terms of The Standard and The Risk Management of Advisory Services Given. Experience and Qualifications. Education and Experience Required: • B-degree in Law, Tax, CFP • Minimum 3 years legal/Tax advisory experience in Financial Planning/ Financial Services industry. Knowledge & Skills: (Maximum of 6): • In depth financial technology knowledge • Strong technical knowledge (Estate and Retirement Planning) • Good legislative knowledge (Financial Planning and Taxation) • Strong self confidence • Competent comprehension skills • Excellent presentation and networking skills • Strong stakeholder management and communication skills. Hire Resolve invites all suitable candidates to apply by emailing your CV to or fax to 086 572 8877. You can also contact Zinya on 031 350 4405 or alternatively you can visit our website, Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful. Hire Resolve offers a R1000 for any candidate that is referred and placed through Hire Resolve. Hire Resolve also offers a R1000 job spec fee for any referral that results in a placement through Hire Resolve. If your company is looking for any IT, Finance or Engineering staff, please email us at with the company name, a contact person and contact email or number of the person doing the hiring. We will keep the referral strictly confidential.

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