Job Description
About the Role
We are seeking a highly skilled and experienced Financial Planning Partner Assistant to join our team in Pretoria. As a key member of our financial planning department, you will be responsible for providing exceptional client service, supporting our Financial Planning Partners, and ensuring seamless day-to-day operations.
Key Responsibilities
- Serve as a primary point of contact for clients and assist with client service delivery
- Liaise with product providers and assist Financial Planning Partners with client queries
- Implement administrative processes and ensure compliance with internal procedures
- Support complaint resolution processes where required
- Maintain strong client relationships through professional and responsive service
- Collect and prepare client information, fact finds, and documentation for client engagements
- Manage client onboarding processes including FICA and AML compliance checks
- Process new business applications and client transfers
- Monitor underwriting and follow up on outstanding requirements
- Ensure accuracy and completeness of documentation before submission
- Track and manage commissions and fee payments from product providers
- Maintain accurate client records in the CRM system
- Capture client demographic and financial data
- Upload and manage all documentation within the client management system
- Prepare client portfolio reports and consolidated reports for reviews
- Maintain diary systems and manage client review schedules
- Provide administrative support to Portfolio Managers and Client Relationship Managers
- Monitor tasks and workflows through the CRM system
- Assist with the organization and coordination of client events
- Support communication with clients in line with the client management plan
- Manage meeting room bookings, stationery orders, and office supplies
Requirements
- 23 years’ experience in the financial services industry (advantageous)
- Experience supporting financial planners or wealth advisors preferred
- Relevant tertiary qualification or financial services courses advantageous
Qualifications
- None mentioned
Salary & Benefits
- Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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