Menu Close

Somerset West: Financial Planning Partner Assistant – Somerset West posted by Headhunters

Somerset West: Financial Planning Partner Assistant – Somerset West posted by Headhunters

Posted on 2025-07-26 00:00:00

Job Summary

Our client in the Financial Services Industry is currently looking to employ a Financial Planning Partner Assistant based in Somerset West.

Fixed Term Contract – 6-12; Experience dependent.

Requirements:

  • 2-3 years in the financial services industry will be advantageous.
  • Relevant tertiary education or courses.
  • Financial Services Industry.
  • Understanding of FAIS and FICA legislation.
  • Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
  • Xplan experience.
  • Good verbal and written communications skills.
  • High energy individual who is customer centric and relationship orientated.
  • Methodical, accurate and have meticulous attention to detail.
  • Initiative-taking work ethic.
  • Organizational skills, ability to prioritize, plan and manage projects.
  • Ability to collaborate with others.
  • Critical thinking: ability to strategize, research and interpret.
  • Assertiveness, proactive and resourceful.

Responsibilities and expectations but not limited to:

Client Services:

  • Implementation of the client services experience, as defined by the Head of Operations.
  • Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).
  • Liaison between Financial Planner Partner and product providers (PPs).
  • Equipped to follow the formal complaint resolution process.
  • Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s).
  • Adhere to the culture and principles of Treating Customer Fairly.

Operations:

  • Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client.
  • Capture and verify FICA and AML requirements during client onboarding.
  • heck transition documentation for completeness and accuracy, aligned to client file checklists and lodgment rules.
  • Administer client transfers and new business transactions.
  • Submit intermediary appointment notes to relevant PPs and monitor to ensure successful client transfer to the license group and receipt of ongoing fees.
  • Capture and verify new business documentation for completeness and accuracy in line with lodgment rules.
  • Submit new business applications and supporting documents to relevant PPs.
  • Monitor underwriting and acceptance of new business transactions.
  • Arrange client medicals where required and follow up on outstanding requirements to ensure timely confirmation of new business by relevant PPs.
  • Provide ongoing service and maintenance support to the Financial Planning Partner and clients.
  • Check commission statements from CommPay and PPs; manage commission suspense accounts in line with compliant new business lodgment.
  • Escalate with PPs regarding any commissions or fees due to the Financial Planning Partner.

Operational support for Portfolio Managers and CRMs:

  • Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications.
  • All instructions to PM and CRMs initiated and maintained via Xplan tasks.
View Job  Cape Town: Electrician Jobs in the Netherlands – R1.1mil – R880k posted by Hire Resolve

IT and Systems:

  • Preparation of client portfolios using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate.
  • Data capture of client demographic data on client relationship management system Xplan.
  • Client financial data capture (ASTUTE, PPs and manual).
  • Data integration between xPlan and IWP for handover to BDM or Financial Planning Partner.
  • Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
  • Ensure proper record keeping in line with business rules and where relevant, legislation and safe storage into xPlan.
  • Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
  • Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
  • Extensive use of Xplan notes and tasks to manage client records and organization of practice.
  • Prepare for clients reviews as per client review template.
  • Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV.
  • Maintain an accurate diary system. (Xplan and Outlook integration)
  • Address all technology issues experienced by the Financial Planning Partner and facilitate the solution – liaison with the IT support desk etc.

NAV and KPIs:

  • Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s).
  • Track and monitor personal KPIs on NAV.
  • Request assistance and guidance from POM where KPI scores reflect gaps.
  • Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.

Marketing Support:

  • Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
  • Assisting Financial Planning Partners at client events.
  • Function as a primary point of contact for clients thus strengthening client relationships.

Office Management:

  • Support the general office management including reception, facilities, meeting room management, stationery, marketing material etc.
  • Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Somerset West, Western Cape

View Job  East London: SENIOR CREDIT RISK ANALYST (Fully Remote - SA) posted by Global Recruitment

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Somerset West: Operations Manager – Urgently Needed posted by Bonatix

Operations Manager Landscaping Garden ServicesBonatix, a high-performing, owner-managed landscaping company, is seeking a proactive and highly organized...


View Job
Operations Manager – Urgently Needed

Somerset West: Enrolled Nurse

Opportunity for an experienced Enrolled Nurse to provide high quality care to residents of an established organisation. Requirements Proven experience as an...


View Job
Enrolled Nurse

Somerset West: Financial Administrator posted by Cora O’Neil Recruitment Agency

Somerset West, Western Cape FINANCIAL ADMINISTRATOR Minimum Requirements-Well presentable and professional preferably female-Afrikaans and English first and...


View Job
Financial Administrator

Somerset West: Sales Agent – Immediately posted by Episodic Health (Pty) Ltd

Join Our Growing Team!Episodic Health is hiring Sales Agents to join our dynamic call center team. Were a fast-growing health insurance company offering...


View Job
Sales Agent – Immediately

Somerset West: Inbound Call Centre Agent posted by Episodic Health (Pty) Ltd

Job Opportunity Inbound Call Centre AgentCompany Episodic Health Pty LtdLocation Paardevlei, Somerset WestIndustry Medical Insurance SectorAre you...


View Job
Inbound Call Centre Agent

Somerset West: Sales Agent posted by Episodic Health (Pty) Ltd

Job descriptionAbout UsEpisodic Health is a dynamic and rapidly growing company dedicated to providing top-notch health insurance solutions for the retail...


View Job
Sales Agent

Somerset West: Trainee Accountant posted by Webb Accounting

Webb Accounting is a firm based in Somerset West. We require a trainee accountant. The position entails compiling of financial statements and processing of...


View Job
Trainee Accountant

Somerset West: Somatologist (Retail confident)

RETAIL-ORIENTATED SOMATOLOGIST SOMERSET WEST, Western-Cape South Africa START 07 July 2025 TRADING HOURS SHIFTS Monday - Sunday SHIFTS 0900am - 1800pm ...


View Job
Somatologist (Retail confident)

Somerset West: Technical Sales Representative posted by HRInsync

Sales RepresentativeLocation Cape TownBasic Travel Allowance CommissionAre you a driven and dynamic individual with a flair for technical sales? Were...


View Job
Technical Sales Representative

Somerset West: Call Centre Operator posted by Sans Souci Towing

Responsibilities Receive and answer calls. Receive instructionsvehicles. Assess situation and prioritize calls. Supervise vehicle routing and tracking....


View Job
Call Centre Operator

Somerset West: Financial Administrator

Financial Administrator POS25141 Somerset West R 15 000 to R 20 000 pm Job Purpose As a Financial Administrator, you will be responsible for maintaining...


View Job
Financial Administrator

Somerset West: Operations Manager – Manufacturing

Minimum requirements for the role Must have a National Diploma or Degree in Production Management, Agriculture, Chemical or Industrial Engineering,...


View Job
Operations Manager – Manufacturing

Somerset West: Contract Administrator / Trade Accountant

On behalf of our client, a leading player in the agricultural commodity trading industry, we are seeking a meticulous and proactive Contract Administrator ...

View Job  Johannesburg: Regional Sales Director - Financial Technology posted by Hire Resolve

View Job
Contract Administrator / Trade Accountant

Somerset West: Retail Assistant Manager

QUALIFICATIONS Grade 12 Non-Negotiable DiplomaDegree in Retail or Business or related qualification will be advantageous EXPERIENCE Minimum of 5 years...


View Job
Retail Assistant Manager

Somerset West: Centre Manager (Somerset West)

Key Responsibilities 1. Financial Management Budgeting Prepare and manage the annual income and expense budget for the centre. Monitor rental income,...


View Job
Centre Manager (Somerset West)

Somerset West: Retail Sales Consultant – Internal Showroom

KEY RESPONSIBILITIES Consult with walk-in clients in a luxury showroom environment on tiles, taps, sanitaryware, and accessories Support new builds and...


View Job
Retail Sales Consultant – Internal Showroom

Somerset West: Maintenance Supervisor (Painting Team)

Key result areas Supervision leadership Project planning coordination Quality control execution Colour coordination design Health Safety compliance...


View Job
Maintenance Supervisor (Painting Team)

Cape Town City Centre: DENTIST POSITION | SOMERSET WEST, WESTERN CAPE

A Dental Practice in Somerset West is seeking a qualified and HPCSA-registered Dentist to join their team. The successful candidate will be responsible for...


View Job
DENTIST POSITION | SOMERSET WEST, WESTERN CAPE

Somerset West: Senior Trader

Step Into a Strategic Commodity Trading Role Make Your Next Big Move Are you a skilled commodity trader ready to take on your next challenge in a dynamic...


View Job
Senior Trader

Somerset West: Trade Accountant

This role offers a unique chance to be at the heart of a fast-moving commodities environment , supporting trading, logistics, and finance teams in their...


View Job
Trade Accountant

Somerset West: General Operators

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR General Operation Refrigeration BASIC SALARY ...


View Job
General Operators

Somerset West: Junior Practice Assistant, Somerset West

Are you passionate about making a difference in the world of healthcare? Our client is looking for a dedicated Junior Practice Assistant in Somerset West to...


View Job
Junior Practice Assistant, Somerset West

South Africa: Senior Software Engineer – Application – Somerset West, South Africa

My client, a technology leader in the development of highly reliable, mission-critical systems, is seeking a Senior Software Engineer to join their growing...


View Job
Senior Software Engineer – Application – Somerset West, South Africa

Somerset West: Paralegal posted by Cora O’Neil Recruitment Agency

Somerset West, Western Cape PARALEGAL Minimum Requirements-Well presentable and professional Afrikaans speaking female-Afrikaans and English first and...


View Job
Paralegal

Somerset West: Stock Controller / Inventory Controller

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent Temp SECTOR Importing BASIC SALARY Market Related START...


View Job
Stock Controller / Inventory Controller

Share this to someone who needs a job:
Posted in Jobs in Somerset West, Jobs in South Africa, Jobs in Western Cape

More Jobs in Your Area