South Africa: Financial Planning Partner Assistant (12 Month Contract) posted by Headhunters

March 11, 2026 Jobs in South Africa

Headhunters

South Africa

Other Finance/Accounting

Job Description

About the Role

Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Kloof, KwaZulu-Natal. This position is a 12-month Fixed-term Contract.

Key Responsibilities

Act as the main point of contact for clients and ensure efficient service delivery.
Liaise between Financial Planning Partner and product providers.
Implement client service processes and administrative controls.
Handle client queries and follow the formal complaint resolution process.
Adhere to Treating Customer Fairly principles.
Collect and collate client information (fact find and data discovery).
Prepare documentation for client engagements.
Conduct FICA and AML checks during client onboarding.
Process client transfers and new business transactions.
Submit intermediary appointment notes and new business applications to product providers.
Monitor underwriting and acceptance of new business transactions.
Arrange medical requirements and follow up on outstanding documentation.
Provide ongoing administrative and servicing support to Financial Planning Partner and clients.
Review commission statements and manage commission suspense accounts.
Escalate commission and fee queries with product providers.
Assist Portfolio Managers and Client Relationship Managers with mandates and applications.
Initiate and manage tasks and instructions via CRM systems.
Prepare client portfolios using financial planning tools and product provider information.
Capture and maintain client demographic and financial data on CRM systems.
Upload and maintain client documentation and records.
Prepare client review documentation and consolidated reports.
Maintain accurate diary and task management systems.
Liaise with IT support to resolve system-related issues.
Assist with organizing client events including venues, RSVPs and logistics.
Support Financial Planning Partners during client events.
Maintain strong client relationships through ongoing communication.
Support general office management tasks including reception, facilities and meeting rooms.
Manage orders for stationery, marketing material and office supplies.

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Requirements

Financial services industry knowledge.

Computer literacy: Microsoft Office, SharePoint, Xplan.

Understanding of FAIS and FICA legislation.

Qualifications

Relevant tertiary qualification or financial services related courses advantageous.

Salary & Benefits

Salary information not provided.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in South Africa

In the realm of finance and accounting in South Africa, industry trends indicate a strong demand for professionals with expertise in financial management, analysis, and planning. Typically, roles in this sector involve supporting the financial performance of an organization, ensuring compliance with regulatory requirements, and providing strategic advice to senior management. Generally, career prospects are promising, particularly for those with advanced qualifications or relevant work experience.

Salaries for finance and accounting professionals in South Africa can vary widely depending on factors such as level of experience, company size, and industry sector. Typically, entry-level positions may start within the R200 000 – R350 000 per annum range, while senior roles can command salaries ranging from R800 000 to over R1 million per annum. However, these figures are broad and can fluctuate based on market conditions, company needs, and individual performance.

Common skills required for finance and accounting professionals in South Africa include proficiency in financial software such as SAP, Microsoft Excel, and accounting systems; analytical and problem-solving abilities; strong communication and interpersonal skills; attention to detail and organizational prowess. Other essential skills may include knowledge of tax laws and regulations, financial modeling, and data analysis.

The financial services sector, technology industry, and manufacturing sector are among the most common industries that employ finance and accounting professionals in South Africa. Financial services companies often require professionals with expertise in financial planning, risk management, and compliance. The technology industry demands professionals with experience in software implementation, cost analysis, and IT project management. Manufacturing sectors typically need accountants with knowledge of inventory management, supply chain optimization, and production planning.

View Job South Africa: Field Guide posted by Career Pathfinders

Career development opportunities for finance and accounting professionals in South Africa are generally good, with many companies investing in training and development programs to enhance their employees’ skills. Typically, career progression involves moving into senior roles, such as financial manager, controller, or chief financial officer, where professionals can take on more strategic responsibilities and contribute to the organization’s growth and success.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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