Assistant Planner
First seen by Alion on Oct 12, 2026.
Key Responsibilities:
- Prepare Records of Advice (ROA) and Financial Needs Analyses (FNA) as instructed by Financial Advisors.
- Assist with client-specific advice documentation covering investments, retirement planning and risk planning.
- Review client financial information and ensure documentation reflects client goals, risk profiles and product suitability.
- Conduct product and platform research to support advice preparation.
- Handle post-advice client servicing queries, including contributions, withdrawals, switches, beneficiary updates and statements.
- Validate and process client instructions, submit documentation to platforms and providers, and follow up through to completion.
Job Experience & Skills Required / Ideal Candidate Profile:
Education
- Matric (Grade 12) is essential.
- A relevant tertiary or financial services qualification is advantageous. Minimum NQF Level 5 in Wealth Management is required.
Experience
- 2-5 years’ experience in a financial advisory, investment administration, paraplanning support, new business processing or client servicing role.
- FAIS-recognised qualification and RE5, or currently working towards RE5, is required.
- Working knowledge of FAIS, FICA, POPIA, Treating Customers Fairly (TCF) principles and FSCA requirements.
- Understanding of South African investment, retirement and risk products, investment platforms and LISPs.
- Experience with major South African LISP platforms, insurers and financial advice software is advantageous.
- A minimum NQF Level 5 Wealth Management qualification is required; further financial planning qualifications are beneficial.
Skills
- Strong attention to detail, numerical accuracy and document quality control.
- Proficiency in CRM systems, investment platform portals and Microsoft Office, especially Excel.
- Excellent written and verbal communication skills with a professional, client-focused approach.
- Highly organised and able to manage multiple client cases, instructions and deadlines.
- Strong ethical standards, discretion and understanding of confidential client information.
- Ability to maintain accurate client files, audit trails and compliant servicing records.
Apply now!
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If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
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