Financial Planning Partner Assistant Kzn (Westville)

Posted on 2025-02-14

Location

eThekwini / Durban

Job Summary

Financial Planning Partner Assistant Purpose of role: The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Responsibilities:

Client Services Implementation of the client services experience, as defined by the Head of Client Services Take full responsibility for the implementation of administrative processes and controls in regions (including all transactions, queries, reporting etc) Liaison between Financial Planner Partner and product providers Will be required to follow the formal complaint resolution process Operational Support Administration relating to client transfer and new business transactions Collation of all client related information and preparation of documentation for engagement between Financial Planning Partner and client Preparation of client portfolio’s using Astute and / or product provider information Capturing of client demographic data on relevant client management tool i.e. spotlight to create client records Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist Submission of intermediary appointment notes to relevant product providers Monitoring the submission of intermediary appointment notes to ensure amendments are made, clients are moved to the licence group and that ongoing fees are received Submission of new business application(s), together with supporting documentation to relevant product providers Monitoring the underwriting and acceptance of new business transactions Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are accepted speedily Upload scanned copies of all documentation into SharePoint (including relevant client file checklist(s)) Liaise with product providers regarding commissions / fees to be paid to the Financial Planning Partner Distribute communication(s) to clients as stipulated in the client management plan Distribute communication(s) to clients as requested by the Financial Planning Partner Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients Attend to all technology issues experienced by the Financial Planning Partner and facilitate the solution -liaison with Acsis support desk etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Operations Support Manager timeously to avoid running out of stock Maintain an accurate diary system Ensure proper record keeping in line with business rules and where relevant, legislation Marketing Support Regional event assistance and organisation of smaller client events -booking venues, RSVP management, event management etc Representing the Financial Planning Partner at client events Representing the business at client events where required Office Management Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management etc. Knowledge: Knowledge of the Financial Services Industry FAIS and FICA knowledge Competencies: Computer literacy: Microsoft Office, Spotlight would be an advantage Excellent verbal and written communications skills Customer centricity – passionate about client service Excellent organising and planning ability Problem solving skills Deadline driven Relationship management skills Assertiveness Proactive & resourceful Resilient under pressure Ability to multi-task Methodical, accurate and detail conscious Maintains confidentiality Qualifications and Experience: Qualification in investments/financial planning/business management would be an advantage 2-3 years experience in a client services environment 3 years experience in the financial services industry preferred

View Job Durban: Legal Counsel: Capital Projects And Procurement posted by Hire Resolve

Financial Planning Partner Assistant Kzn (Westville) position available in eThekwini, Durban. This job position was posted by . The job has been posted on 2025-02-14 in the Admin Clerical Secretarial category

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Durban: Financial Planning Partner Assistant Kzn (Westville)

Financial Planning Partner Assistant Kzn (Westville)

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