Financial Planning Partner Assistant

Financial Planning Partner Assistant (12-Month Fixed-Term Contract)

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Permanent

DBN
003435

Banking / Finance / Investment / Insurance / Stockbroking

Our client in the financial services sector is seeking a Financial Planning Partner Assistant to provide administrative and client support to Financial Planning Partners. The role is based in Kloof, Kwa Zulu-Natal.

The Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery. The successful candidate will act as a key point of contact between the Financial Planning Partner, clients, and product providers while supporting the practice with administrative processes and client servicing activities.

• Provide administrative and operational support to Financial Planning Partners
• Act as a liaison between clients, product providers, and internal teams
• Assist with client onboarding processes including FICA and AML requirements
• Prepare documentation for client engagements and financial planning reviews
• Capture and maintain accurate client records on relevant CRM systems
• Process and monitor new business applications and supporting documentation
• Assist with client portfolio preparation and review documentation
  
  Maintain organised client records and ensure compliance with company processes
• Provide ongoing administrative support to ensure smooth client service delivery

• 2–3 years’ experience within the financial services industry
• Previous experience supporting Financial Advisors or Financial Planners advantageous
• Knowledge of FICA, AML, and financial services administrative processes
• Strong administrative and organisational skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with Xplan or similar CRM systems advantageous

• Strong attention to detail
• Excellent organisational and time management skills
• Ability to multitask and work under pressure
• Strong communication and client service skills
• Professional and confidential approach to work

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