{"id":3930560,"url":"https://alion.io/job/fouche-financial-planning-partner-assistant-3","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":["Gqeberha, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":15000,"max":18000,"currency":"ZAR","period":"month","gross":true,"usd_annual":13092},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-07T13:01:04Z","employer_posted_date":null,"last_verified_at":"2026-11-07T13:01:04Z","board_verified":false,"closed_at":null,"days_open":3,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":3},"description":"Reference: DBN000783-JB-1\n\nOverbaakens, 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.\nDuties & Responsibilities\nThe 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.\n\nKey responsibilities: \n\nManage end-to-end client onboarding, including data discovery, fact-finding, FICA, and AML verification.\n\nPrepare client portfolios, review documentation, and process new business applications and transfers.\n\nMaintain accurate client records, notes, and tasks using Xplan and ensure proper record-keeping in line with business rules.\n\nCoordinate client review preparations, produce Client Consolidated Reports (CCR), and manage diary systems.\n\nHandle ongoing service and maintenance support, including commission tracking, query resolution, and product provider liaison.\n\nAssist with general office management, marketing support, and client event coordination.\n\nRequirements: \n\nRelevant tertiary qualification or courses.\n\n2 to 3 years of experience in the financial services industry will be advantageous.\n\nWorking knowledge of FAIS and FICA legislation.\n\nProficiency in Microsoft Office (Excel, Word, Outlook) and experience with Xplan or similar CRM systems.\n\nAttributes: \n\nCustomer-centric with a relationship-oriented approach and high professional standards.\n\nMethodical and accurate with meticulous attention to detail.\n\nProactive, resourceful, and capable of working effectively under pressure.\n\nStrong organizational, time-management, and problem-solving skills.\n\nRemuneration: \nR15 000 - R18 000 \n\n**Please note that only shortlisted candidates will be contacted**","description_format":"text","description_chars":1915,"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":"2026-11-08T00:57:40Z"}],"visa":[],"liveness":{"score":95,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.946,"p_room":1,"age_days":3,"expected_fill_days":25,"reasons":["seen:3","wave","win:early"],"computed_at":"2026-11-11T05:49:22Z"},"pay":{"stated_usd_annual":13092,"is_top_pay":false},"html_url":"https://alion.io/job/fouche-financial-planning-partner-assistant-3","json_url":"https://alion.io/job/fouche-financial-planning-partner-assistant-3.json","meta":{"generated_at":"2026-11-11T12:43:44Z","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":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22820,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"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-3"},{"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-3"},{"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-3"},{"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-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffouche-financial-planning-partner-assistant-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3930560}},{"tool":"search_jobs","arguments":{"company":4504367,"detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3930560},"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. Docs: https://alion.io/developers"}}