Westville: Financial Planning Partner Assistant

About the Role

The Financial Planning Partner Assistant is a 12-month fixed-term contract position responsible for overseeing the administrative, operational, and client service functions within a financial planning practice. You will act as the primary liaison between the practice and the regional office, ensuring the seamless delivery of client requirements on behalf of the Financial Planning Partner.

Key Responsibilities

• Implementing the defined client services experience and maintaining full responsibility for administrative processes and controls.
• Collation of client information for fact-finding and the preparation of documentation for engagement meetings.
• Managing FICA and AML capture and checking transition documentation for accuracy and compliance.
• Submitting and monitoring new business applications, intermediary appointments, and underwriting requirements with product providers.
• Maintaining accurate client records, policy schedules, and data integration using Xplan and Astute.
• Preparing consolidated client reports and review documentation to support the Financial Planning Partner.
• Supporting general office management, including reception, facility coordination, and marketing material stock control.

Requirements

Relevant tertiary education or professional courses.

Essential experience within the financial services industry (23 years preferred).

Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint.

Previous exposure to Xplan or similar financial planning CRM systems.

Strong technical literacy and comfort with modern digital tools and apps.

Qualifications

Formal education/certifications not specified.

Salary & Benefits

R16,000 R20,000 CTC per month, depending on experience.