Financial Planning Partner Assistant

Reference: DBN000781-KP-1

Upper Highway - Take the next step in your career with this exciting opportunity as a Financial Planning Partner Assistant supporting a dynamic financial planning team and delivering exceptional client service! Duties & Responsibilities A leading independent financial services provider offering comprehensive wealth management and financial planning solutions. The financial planning partner assistant will be providing comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the key liaison between the practice, clients, and product providers. 

Key responsibilities:

• Implement client service experiences, administrative processes, and controls.
• Manage FICA and AML capture, onboarding checks, and new business documentation.
• Act as the primary point of contact for clients and liaise with product providers.
• Prepare client portfolios, reviews, and reports using systems such as Xplan, Astute, and NAV.
• Handle ongoing service, maintenance support, and commission reconciliation.
• Provide office management and marketing support for practice events

Requirements:

• Relevant tertiary education or courses.
• 2 to 3 years of experience in the financial services industry will be advantageous.
• Proficiency in Microsoft Office (Excel, Word, Outlook essential) and SharePoint.
• Familiarity with Xplan and an understanding of FAIS and FICA legislation.
• Good verbal and written communication skills.

Attributes:

• High energy, customer-centric, and relationship-oriented.
• Methodical, accurate, and possessing meticulous attention to detail.
• Proactive, resourceful, initiative-taking work ethic with strong organizational and time-management skills.
• Resilient under pressure with the ability to multi-task and maintain absolute confidentiality.
• Professional presence and a team player.

Remuneration:
R18 000 - R22 000 per month 
***Only shortlisted candidates will be contacted*** Package & Remuneration R 18 000 - R 22 000 - Monthly