Western Cape: Financial Planning Assistant posted by Fouche & Co Recruitment
Posted on 2025-06-20 00:00:00
| Employer | Fouche & Co Recruitment |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Western Cape |
Job Summary
In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You’ll also handle communication distribution, CRM updates, and client file maintenance using internal systems.
Key Responsibilities:
- Oversee all client service tasks from onboarding to reviews.
- Capture and verify client data, documents, and applications.
- Maintain client files and records using Xplan.
- Coordinate with financial planning partners and service providers.
- Manage marketing material, events, and internal communication distribution.
- Assist in commission and compliance tracking.
- Provide internal IT and system support coordination.
- Track practice KPIs and assist with office management.
Key Attributes:
- High attention to detail.
- Team-oriented with strong communication skills.
- Professional presence and reliability.
- Strong initiative and problem-solving ability.
- Confidential and composed under pressure.
Requirements:
- 2–3 years in financial services advantageous.
- Tertiary education or applicable courses.
- Proficient in MS Office and Xplan.
- Familiarity with financial regulatory practices (FAIS/FICA).
Remuneration:
R18 000 – R20 000 Cost to Company
**Only shortlisted candidates will be contacted**
Click Go Apply to apply online!
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