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Westville: Financial Planning Partner Assistant posted by Fouche & Co Recruitment

Job Description

The Financial Planning Partner Assistant is a 12-month fixed-term contract position responsible for overseeing the administrative, operational, and client service functions within a financial planning practice. You will act as the primary liaison between the practice and the regional office, ensuring the seamless delivery of client requirements on behalf of the Financial Planning Partner.

Key Responsibilities: 

  • Implementing the defined client services experience and maintaining full responsibility for administrative processes and controls.
  • Collation of client information for fact-finding and the preparation of documentation for engagement meetings.
  • Managing FICA and AML capture and checking transition documentation for accuracy and compliance.
  • Submitting and monitoring new business applications, intermediary appointments, and underwriting requirements with product providers.
  • Maintaining accurate client records, policy schedules, and data integration using Xplan and Astute.
  • Preparing consolidated client reports and review documentation to support the Financial Planning Partner.
  • Supporting general office management, including reception, facility coordination, and marketing material stock control.

Requirements: 

  • Relevant tertiary education or professional courses.
  • Essential experience within the financial services industry (2–3 years preferred).
  • Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint.
  • Previous exposure to Xplan or similar financial planning CRM systems.
  • Strong technical literacy and comfort with modern digital tools and apps.
  • Proven ability to pass a technical assessment during the interview process.

Attributes: 

  • Methodical and accurate with meticulous attention to detail.
  • High energy, customer-centric, and relationship-orientated.
  • Proactive, resourceful, and resilient under pressure.
  • Strong organisational skills with the ability to prioritise and manage multiple tasks.
  • Critical thinking skills with the ability to research and interpret data.

Remuneration: 
R16,000 – R20,000 CTC per month, depending on experience.

**Please note that only shortlisted candidates will be contacted** 

How to Apply

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

About Clerical Insurance Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the clerical insurance industry is a common sector that employs many professionals. The job market trends in this field are generally positive, with a growing demand for skilled and experienced individuals to support the growth of the financial services sector. Typically, these roles require strong administrative skills, attention to detail, and excellent communication abilities.

When it comes to salary expectations, clerical insurance positions often fall within broad ranges, such as R400 000 to R600 000 per annum, depending on factors like experience, company size, and industry sector. However, please note that these figures are only a general guideline and actual salaries can vary significantly. Experience, qualifications, and performance play a significant role in determining an individual’s salary.

Common skills required for clerical insurance roles include proficiency in Microsoft Office, particularly Excel, Word, and Outlook; strong analytical and problem-solving abilities; excellent communication and interpersonal skills; attention to detail and organizational abilities; knowledge of insurance industry processes and regulations; and sometimes, experience with data analysis software. These skills are often considered essential for success in this field.

The clerical insurance sector is commonly found in various industries, including financial services, technology, manufacturing, and human resources. Many companies across these sectors require clerical staff to support their operations, manage risk, and provide administrative support.

In terms of career development, clerical insurance roles can be a great starting point for those looking to advance in the industry. Typically, experienced professionals may move into supervisory or management positions, while others may choose to specialize in specific areas, such as claims processing or underwriting. Opportunities for professional development and advancement are often available through training programs, mentorship schemes, and career progression pathways within companies. With the right skills, experience, and attitude, individuals in clerical insurance roles can build a rewarding and challenging career.


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



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Posted in Jobs in Durban Area, Jobs in KwaZulu-Natal, Jobs in South Africa, Jobs in Westville

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