Financial Planning Partner Assistant

Reference: DBN000783-JB-1

Overbaakens, Port Elizabeth - A leading financial services provider renowned for delivering comprehensive wealth management and financial planning solutions, is seeking an experienced Financial Planning Partner Assistant. Duties & Responsibilities The Financial Planning Partner Assistant will provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the primary liaison between the practice, clients, and product providers.

Key responsibilities: 

• Manage end-to-end client onboarding, including data discovery, fact-finding, FICA, and AML verification.
• Prepare client portfolios, review documentation, and process new business applications and transfers.
• Maintain accurate client records, notes, and tasks using Xplan and ensure proper record-keeping in line with business rules.
• Coordinate client review preparations, produce Client Consolidated Reports (CCR), and manage diary systems.
• Handle ongoing service and maintenance support, including commission tracking, query resolution, and product provider liaison.
• Assist with general office management, marketing support, and client event coordination.

Requirements: 

• Relevant tertiary qualification or courses.
• 2 to 3 years of experience in the financial services industry will be advantageous.
• Working knowledge of FAIS and FICA legislation.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and experience with Xplan or similar CRM systems.

Attributes: 

• Customer-centric with a relationship-oriented approach and high professional standards.
• Methodical and accurate with meticulous attention to detail.
• Proactive, resourceful, and capable of working effectively under pressure.
• Strong organizational, time-management, and problem-solving skills.

Remuneration: 
R15 000 - R18 000  

**Please note that only shortlisted candidates will be contacted**