Personal Assistant

We’re Hiring: Personal Assistant

Discovery Financial Consultants (DFC Egoli)

Are you highly organised, proactive, and comfortable working in a fast-paced financial environment? We’re looking for a driven Personal Assistant to support a growing financial advisory practice within Discovery Financial Consultants (DFC Egoli).

Key Responsibilities

As a Personal Assistant, you will play a vital role in supporting daily operations, client engagement, and business growth:

• Lead generation through cold calling and outreach
• Preparing and managing client quotes and proposals
• Diary and appointment management
• Following up with clients and prospects
• Managing underwriting and administration processes
• Ensuring smooth coordination of client onboarding and documentation

What We’re Looking For

• Strong communication skills (both telephonic and written)
• Confident and professional when engaging with clients
• Highly organised with excellent time management
• Able to work independently and take initiative
• Previous admin, PA, or financial services experience will be advantageous
• Comfortable with sales support / lead generation environment

Why Join Us?

• Opportunity to grow within a leading financial services environment
• Work closely with experienced financial advisors
• Dynamic and supportive team culture
• Exposure to the insurance and investment industry

Apply Now

If you are motivated, detail-oriented, and eager to build a career in financial services, we want to hear from you!

👉 Send your CV to:

👉 Or WhatsApp: XXX-XXXX