Financial Planning Partner Assistant

Reference: DBN000782-JB-1

Menlyn (Pretoria) - A prominent player in the South African financial services and wealth management sector is seeking an experienced Financial Planning Partner Assistant to provide exceptional administrative and client services support. Duties & Responsibilities The purpose of the Financial Planning Partner Assistant is to provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the key liaison between the practice and regional or head offices.

Key responsibilities: 

• Implement client services experiences and administrative processes and controls.
• Handle FICA and AML capture, onboarding checks, and transition documentation.
• Manage new business applications, underwriting follow-ups, and commission reconciliations.
• Prepare client portfolios, maintain Xplan CRM records, and assist with review preparation.
• Support office management, marketing events, and general client liaison.

Requirements: 

• Relevant tertiary education or courses.
• 2 to 3 years of experience in the financial services industry is advantageous.
• Proficiency in Microsoft Office and familiarity with Xplan or similar CRM systems.
• Basic understanding of FAIS and FICA legislation.
• Bilingual proficiency in English, with Afrikaans language proficiency being a desirable advantage.
• Ability to reliably commute daily for this 100% office-based role in Menlyn (Monday to Friday, 08:00 – 17:00)

Attributes: 

• Customer-centric, relationship-oriented, and high-energy individual.
• Methodical with meticulous attention to detail and accurate record-keeping.
• Proactive, resourceful, and capable of working well under pressure.
• Strong organizational, time management, and multi-tasking abilities.
• Professional presence with a strict commitment to maintaining absolute confidentiality.

Remuneration: 
R22 000 - R25 000 monthly 


**Please note that only shortlisted candidates will be contacted**  Package & Remuneration R 22 000 - R 25 000 - Monthly