{"id":3875579,"url":"https://alion.io/job/fouche-financial-planning-partner-assistant","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":["South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":18000,"max":22000,"currency":"ZAR","period":"month","gross":true,"usd_annual":16080},"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},{"name":"SharePoint","optional":false}],"status":"live","first_seen_at":"2026-11-06T15:01:06Z","employer_posted_date":null,"last_verified_at":"2026-11-06T15:01:06Z","board_verified":false,"closed_at":null,"days_open":3,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":3},"description":"Reference: DBN000781-KP-1\n\nUpper 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!\nDuties & Responsibilities\nA 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. \n\nKey responsibilities:\n\nImplement client service experiences, administrative processes, and controls.\n\nManage FICA and AML capture, onboarding checks, and new business documentation.\n\nAct as the primary point of contact for clients and liaise with product providers.\n\nPrepare client portfolios, reviews, and reports using systems such as Xplan, Astute, and NAV.\n\nHandle ongoing service, maintenance support, and commission reconciliation.\n\nProvide office management and marketing support for practice events\n\nRequirements:\n\nRelevant tertiary education or courses.\n\n2 to 3 years of experience in the financial services industry will be advantageous.\n\nProficiency in Microsoft Office (Excel, Word, Outlook essential) and SharePoint.\n\nFamiliarity with Xplan and an understanding of FAIS and FICA legislation.\n\nGood verbal and written communication skills.\n\nAttributes:\n\nHigh energy, customer-centric, and relationship-oriented.\n\nMethodical, accurate, and possessing meticulous attention to detail.\n\nProactive, resourceful, initiative-taking work ethic with strong organizational and time-management skills.\n\nResilient under pressure with the ability to multi-task and maintain absolute confidentiality.\n\nProfessional presence and a team player.\n\nRemuneration:\nR18 000 - 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