Assistant to Financial Planner

SUMMARY:
This is a perfect opportunity for a talented and motivated individual to join the team as an Assistant to a Financial Planner.

POSITION INFO:
Are you passionate about helping individuals achieve their financial goals? Do you possess exceptional analytical skills and a knack for strategic planning? If so, we invite you to embark on an exciting career journey with a leading financial services company as an Assistant to a Financial Planner.

Duties:

• Generate all related docs required for new business
• Provides administrative support and partner with Wealth Manager
• Accountable for service delivery
• Collaborates and networks effectively with others to achieve results
• Adhere to all compliance requirements
• Manage client relationships
• Analyse investment plans

• Relevant tertiary qualification (e.g. financial admin, financial/para planning type qualification nice to have)
• Previous exposure to dealing with and assisting clients in terms of a financial planning