Description

The Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery.
The successful candidate will act as a key point of contact between the Financial Planning Partner, clients, and product providers while supporting the practice with administrative processes and client servicing activities.

Key Responsibilities

• Provide administrative and operational support to Financial Planning Partners
• Act as a liaison between clients, product providers, and internal teams
• Assist with client onboarding processes including FICA and AML requirements
• Prepare documentation for client engagements and financial planning reviews
• Capture and maintain accurate client records on relevant CRM systems
• Process and monitor new business applications and supporting documentation
• Assist with client portfolio preparation and review documentation
• Maintain organised client records and ensure compliance with company processes
• Provide ongoing administrative support to ensure smooth client service delivery

Requirements

• 2–3 years’ experience within the financial services industry
• Previous experience supporting Financial Advisors or Financial Planners advantageous
• Knowledge of FICA, AML, and financial services administrative processes
• Strong administrative and organisational skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with Xplan or similar CRM systems advantageous

Competencies

• Strong attention to detail
• Excellent organisational and time management skills
• Ability to multitask and work under pressure
• Strong communication and client service skills
• Professional and confidential approach to work

How to apply:

1. Follow the link to our job seekers ’ page – .za
2. Search for the job title.
3. Click Apply to submit your CV.

Key Responsibilities

• Provide administrative and client service support to Financial Planners
• Assist with client onboarding and FICA compliance
• Process new business and investment transactions
• Prepare client review packs and financial reports
• Maintain accurate client records on CRM systems such as Xplan
• Liaise with product providers and internal teams

Requirements

• 2–3 years’ experience in financial services / wealth administration
• Experience supporting financial planners or wealth advisors
• Xplan or similar financial planning system experience
• Knowledge of FAIS and FICA regulations
• Strong attention to detail and organisational skills

Additional Information

• Office-based role (08:00 – 17:00, Monday to Friday)
• Candidates must be able to commute to Menlyn, Pretoria daily

How to apply:

1. Follow the link to our job seekers ’ page – .za
2. Search for the job title.
3. Click Apply to submit your CV.