Job Description
About the Role
The Financial Planning Partner Assistant role provides essential support to Financial Planning Partners, acting as a primary liaison between the practice, product providers, and regional office to ensure seamless client experiences.
Key Responsibilities
- Act as the first point of contact for clients and manage the implementation of the defined client service experience.
- Oversee the submission and monitoring of new business applications, intermediary appointments, and client transfer transactions.
- Take full responsibility for practice administrative processes, including FICA/AML compliance checks and maintaining accurate client files.
- Monitor commission statements, manage suspense accounts, and escalate fee-related queries with product providers.
- Utilize Xplan extensively for data capturing, diary management, and task tracking to ensure all records are up to date and accurate.
- Prepare comprehensive client portfolio reports and consolidated review documentation using NAV, Astute, and other provider platforms.
- Assist with the organization of client events and provide general office management support, including facilities and stationery management.
Requirements
- Experience: 23 years of experience within the financial services industry is highly advantageous.
- Education: Relevant tertiary education or related industry courses.
- Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint is essential.
- Systems Knowledge: Previous experience with Xplan and Astute is required.
- Industry Knowledge: A solid understanding of FAIS and FICA legislation.
Salary & Benefits
R22 000 – R25 000
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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