{"id":3914171,"url":"https://alion.io/job/fouche-financial-planning-partner-assistant-2","title":"Financial Planning Partner Assistant","company":{"id":4504367,"name":"Fouche &","domain":null,"url":"https://alion.io/company/fouche-and","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pretoria, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":22000,"max":25000,"currency":"ZAR","period":"month","gross":true,"usd_annual":18180},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-07T09:01:11Z","employer_posted_date":null,"last_verified_at":"2026-11-07T09:01:11Z","board_verified":false,"closed_at":null,"days_open":3,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":3},"description":"Reference: DBN000782-JB-1\n\nMenlyn (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.\nDuties & Responsibilities\nThe 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.\n\nKey responsibilities: \n\nImplement client services experiences and administrative processes and controls.\n\nHandle FICA and AML capture, onboarding checks, and transition documentation.\n\nManage new business applications, underwriting follow-ups, and commission reconciliations.\n\nPrepare client portfolios, maintain Xplan CRM records, and assist with review preparation.\n\nSupport office management, marketing events, and general client liaison.\n\nRequirements: \n\nRelevant tertiary education or courses.\n\n2 to 3 years of experience in the financial services industry is advantageous.\n\nProficiency in Microsoft Office and familiarity with Xplan or similar CRM systems.\n\nBasic understanding of FAIS and FICA legislation.\n\nBilingual proficiency in English, with Afrikaans language proficiency being a desirable advantage.\n\nAbility to reliably commute daily for this 100% office-based role in Menlyn (Monday to Friday, 08:00 – 17:00)\n\nAttributes: \n\nCustomer-centric, relationship-oriented, and high-energy individual.\n\nMethodical with meticulous attention to detail and accurate record-keeping.\n\nProactive, resourceful, and capable of working well under pressure.\n\nStrong organizational, time management, and multi-tasking abilities.\n\nProfessional presence with a strict commitment to maintaining absolute confidentiality.\n\nRemuneration: \nR22 000 - R25 000 monthly \n\n**Please note that only shortlisted candidates will be contacted** \nPackage & Remuneration\nR 22 000 - R 25 000 - Monthly","description_format":"text","description_chars":2020,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-07T09:58:00Z"}],"visa":[],"liveness":{"score":95,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.946,"p_room":1,"age_days":2,"expected_fill_days":25,"reasons":["seen:2","wave","win:early"],"computed_at":"2026-11-10T06:52:35Z"},"pay":{"stated_usd_annual":18180,"is_top_pay":false},"html_url":"https://alion.io/job/fouche-financial-planning-partner-assistant-2","json_url":"https://alion.io/job/fouche-financial-planning-partner-assistant-2.json","meta":{"generated_at":"2026-11-10T10:32:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"assistant_verified","counted_by":"address","units_charged":1,"used_today":3191,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4504367},"rest":"https://alion.io/mcp/rest/get_company?id=4504367"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffouche-financial-planning-partner-assistant-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffouche-financial-planning-partner-assistant-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffouche-financial-planning-partner-assistant-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fouche-financial-planning-partner-assistant-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffouche-financial-planning-partner-assistant-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3914171}},{"tool":"search_jobs","arguments":{"company":4504367,"detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3914171},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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