Western Cape: Financial Planning Assistant posted by Fouche & Co Recruitment
Posted on 2025-07-06 00:00:00
| Employer | Fouche & Co Recruitment |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Western Cape |
Job Summary
In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You’ll also handle communication distribution, CRM updates, and client file maintenance using internal systems.
Key Responsibilities:
- Oversee all client service tasks from onboarding to reviews.
- Capture and verify client data, documents, and applications.
- Maintain client files and records using Xplan.
- Coordinate with financial planning partners and service providers.
- Manage marketing material, events, and internal communication distribution.
- Assist in commission and compliance tracking.
- Provide internal IT and system support coordination.
- Track practice KPIs and assist with office management.
Key Attributes:
- High attention to detail.
- Team-oriented with strong communication skills.
- Professional presence and reliability.
- Strong initiative and problem-solving ability.
- Confidential and composed under pressure.
Requirements:
- 2–3 years in financial services advantageous.
- Tertiary education or applicable courses.
- Proficient in MS Office and Xplan.
- Familiarity with financial regulatory practices (FAIS/FICA).
Remuneration:
R17 000 – R21 000 Cost to Company
**Only shortlisted candidates will be contacted**
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Western Cape
More jobs in Western Cape
Browse Finance/Accounting Management Jobs
Browse Fouche & Co Recruitment Jobs
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
Western Cape: Outbound Sales Consultant – Urgently needed posted by Janine Crowster
What will you do? Selling products telephonically Achievement of sales targets and objectives Adherence to Quality and Compliance processes to minimize...
View Job
Outbound Sales Consultant – Urgently needed
South Africa: NAM 15898 – Accountant – Western Cape
Employer Description Refinery Company Job Description Duties Full function accounting Payroll Administration Fixed Assets Depreciation Budgets Forecasts...
View Job
NAM 15898 – Accountant – Western Cape
South Africa: NAM 15895 – Admin Assistant & Receptionist – Western Cape
Employer Description Refinery Company Job Description Full function receptionist duties as well as provide administrative support. Qualifications Matric...
View Job
NAM 15895 – Admin Assistant & Receptionist – Western Cape
Western Cape: Counter Parts Sales
Minimum Requirements Must have at least 7 years experience in a Tractor Parts Sales capacity within the Agriculture Industry Must have a Grade 12...
View Job
Counter Parts Sales
Cape Town City Centre: Electrical Site Manager Western Cape
A leading electrical contracting company is seeking a highly experienced Electrical Site Manager to oversee large-scale electrical projects across the...
View Job
Electrical Site Manager Western Cape
Cape Town City Centre: Technical Sales Representative (Granular Fertilizers & Biostimulants) – Western Cape
Are you passionate about agriculture and eager to help farmers succeed? Join my clients dynamic team leading the way in granular fertilizers and...
View Job
Technical Sales Representative (Granular Fertilizers & Biostimulants) – Western Cape
Cape Town City Centre: SENIOR SITE AGENT – Western Cape
SENIOR SITE AGENT Western Cape Established and reputable commercial construction firm is in need of highly efficient, pro-active and presentable Site Agent...
View Job
SENIOR SITE AGENT – Western Cape
South Africa: Insurance Sales Consultant – Cape Town, Western Cape
Job description Grow company sales via Insurance intermediaries. Promote company to the Insurance Industry. Provide on-going product information to a...
View Job
Insurance Sales Consultant – Cape Town, Western Cape
Western Cape: Engineering Underwriter (Insurance) posted by AtripleA recruitment & temps
Our client in the Insurance Industry is looking to hire an Engineering Underwriter.Key Tasks AccountabilitiesProfit and Growthbull Ensure that the Company...
View Job
Engineering Underwriter (Insurance)
South Africa: Guest Experience and Events Manager – Edgemead, Cape Town (Western Cape, SA)
Guest Experience and Events Manager - Edgemead, Cape Town Western Cape, SA We are currently recruiting for a well-established and vibrant Christian Church...
View Job
Guest Experience and Events Manager – Edgemead, Cape Town (Western Cape, SA)
Western Cape: Bond Originator posted by I Grow Wealth Investments
To qualify for this position, you needMinimum of 2 years current proven experience as a Bond Originator or in property finance.as a Bond Originator ...
View Job
Bond Originator
Western Cape: Senior Tax Clerk – Accounting Industry – Sunningdale CT posted by Hire Resolve
Job Title Senior Tax ClerkIndustry AccountingLocation Sunningdale, CTThe Senior Tax Clerk will be responsible for assisting with the preparation and filing...
View Job
Senior Tax Clerk – Accounting Industry – Sunningdale CT
Somerset West: Bookkeeper – Renewable Energy industry – Somerset West, Western Cape posted by Hire Resolve
Hire Resolves client in the renewable energy industry is urgently seeking the expertise of a Bookkeeper in Somerset West, Western...
View Job
Bookkeeper – Renewable Energy industry – Somerset West, Western Cape
Western Cape: Audit Manager posted by Communicate Finance
Manage the full audit process for a range of clients across various industriesPlan, lead, and execute audits in line with regulatory standards and firm...
View Job
Audit Manager
Western Cape: AP Supervisor posted by Communicate Finance
Oversee timely processing and posting of vendor and intercompany invoices in line with SARS compliance and correct financial periodsApprove and review...
View Job
AP Supervisor
Western Cape: Management Accountant posted by Communicate Finance
Perform detailed cost analysis and forecasting to support strategic planning and informed decision-making.Monitor cash flow closely, providing actionable...
View Job
Management Accountant
Western Cape: Accountant posted by Communicate Finance
Maintain and oversee accurate asset registers, ensuring effective asset management practices are followedTake full ownership of stock control by monitoring...
View Job
Accountant
Western Cape: Management Accountant posted by Communicate Finance
As the Management Accountant, your duties and responsibilities include the followingGain a deep understanding of the business to support strategic and...
View Job
Management Accountant
Western Cape: Fund Accountant posted by Network Finance
We partner with leading asset managers, boutique investment firms, and financial institutions who are continuously on the lookout for dynamic and...
View Job
Fund Accountant
Western Cape: Senior Fund Accountant posted by Network Finance
We work with some of South Africarsquos top-tier asset managers and boutique investment houses who are consistently seeking high-calibre Senior Fund...
View Job
Senior Fund Accountant
Western Cape: Management Accountant posted by Network Finance
We collaborate with leading players in South Africarsquos asset management and investment industry who are regularly looking to strengthen their finance...
View Job
Management Accountant
Western Cape: Senior Financial Accountant posted by Network Finance
We partner with reputable firms in the asset management and investment sector that value experience, technical skill, and industry knowledge mdash...
View Job
Senior Financial Accountant
Western Cape: Supplier Clerk/ Receptionist posted by Communicate Finance
Your duties include, but are not limited toProcess supplier invoices daily for goodsservices received the previous dayFollow up on supplier-related queries...
View Job
Supplier Clerk/ Receptionist
Western Cape: Management Accountant posted by Communicate Finance
Your duties will include, but are not limited toCreate data-driven financial planning tools to support strategic goals and everyday business needs.Lead...
View Job
Management Accountant
Western Cape: R2R Group Financial Accountant posted by Communicate Finance
Your duties will include, but are not limited toProduce precise and punctual financial statements that adhere to IFRS, ensuring group-wide consolidation of...
View Job
R2R Group Financial Accountant