Job Description
About the Role
We are seeking a highly skilled and experienced Financial Planning Partner Assistant to join our team in Durban. As the primary point of contact for clients, you will provide exceptional administrative and client service support to our Financial Planning Partners. Your role will be critical in ensuring the smooth operation of our practice, and we are looking for someone who is proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
Key Responsibilities
- Provide professional administrative and client service support to Financial Planning Partner(s)
- Act as the primary point of contact for clients and assist with client queries and requests
- Implement and maintain administrative processes and controls within the practice
- Liaise with product providers regarding new business, client servicing, and transactions
- Ensure compliance with Treating Customers Fairly principles and complaint resolution processes
- Assist with preparation of client documentation, fact finds, and review packs
- Manage client onboarding processes, including FICA and AML requirements
- Capture, check, and submit new business and transition documentation accurately
- Monitor underwriting, policy issuance, and transfer processes with product providers
- Assist with commission follow-ups, suspense accounts, and fee tracking
- Maintain accurate client records and ensure compliance with business processes and legislation
Requirements
- 23 years of experience within the financial services industry
- Relevant tertiary qualification or industry-related courses preferred
- Understanding of FAIS and FICA legislation
- Strong administrative and client service experience
- Computer literacy: Microsoft Office (Excel, Word, Outlook), SharePoint, and Xplan advantageous
- Strong communication and interpersonal skills
- High attention to detail and accuracy
Qualifications
- None mentioned in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
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.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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