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

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Job Description

Description 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. Key Responsibilities 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 Requirements 23 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 Competencies 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 How to apply:

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Admin / clerical / secretarial Jobs in eThekwini

In eThekwini, the administrative and clerical sector is a common and essential part of many industries, typically providing support functions to various sectors such as government, finance, technology, and more. Generally, this field offers stable employment opportunities with a broad range of job openings available across various company sizes.

Typically, salaries for admin, clerical, or secretarial positions in eThekwini can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, entry-level positions usually fall within the R3 000 – R5 000 per month range, while more senior roles may command salaries between R6 000 – R15 000 per month or more, depending on qualifications and expertise. However, it’s essential to note that actual salaries can differ significantly due to various market and company-specific factors.

Common skills required for administrative, clerical, or secretarial positions in eThekwini include proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), experience with calendar management and travel coordination, strong communication and interpersonal skills, attention to detail, organisational abilities, and the capacity to work independently. Many employers also place a high value on IT skills, such as knowledge of database management or data entry systems.

The administrative sector is often employed in various industries, including financial services, technology, manufacturing, healthcare, and government sectors. In these fields, admins typically support teams with tasks ranging from customer service and record-keeping to project coordination and data analysis. Additionally, some roles may involve working with confidential information or handling sensitive documents, making discretion and professionalism essential.

For those interested in pursuing a career in administration, there are numerous opportunities for professional development and advancement. Common career progression paths include moving into supervisory or management roles, transitioning into related fields like human resources or accounting, or taking on specialized roles such as executive assistant or project coordinator. Throughout their careers, admins can expect to develop valuable skills and expertise that enable them to adapt to changing environments and advance in their chosen field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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