Financial Planning Assistant

Recruiter:

Accountancy Placements Pietermaritzburg

Job Ref:

PMB000793/LF

Date posted:

Monday, January 3, 2022

Location:

Amanzimtoti, South Africa

Salary:

Market related

SUMMARY:
Financial Planning Assistant- Amanzimtoti

JOB DESCRIPTION:

Our client is looking for an enthusiastic, Afrikaans speaking person to join their team based in Amanzimtoti.

Responsibilities:

Client Services and implementation of the client services experience
Implementation of administrative processes and controls in the practice (including all transactions, queries, reporting etc)
Liaison between Financial Planner Partner and product providers
Complaint resolution
Preparation of all review packs
New business and transition documentation management and communication
Capturing of client records onto Xplan and maintaining the database in line with business standards and statutory requirements
General office management including attending to technology issues, orders for stationary, maintaining the diary system
Record keeping for the office
Marketing support including events booking and representing the FP Partner at events
Reception duties

Requirements:

Knowledge of the Financial Services Industry
FAIS and FICA knowledge required
Fluency in Afrikaans and English
Computer literacy: Microsoft Office, xPlan would be an advantage
Excellent verbal and written communications skills
Customer focused
Excellent organising and planning ability
Problem solving skills
Deadline driven
Relationship management skills
Assertiveness
Proactive & resourceful
Resilient under pressure
Ability to multi-task
Methodical, accurate and detail conscious
Maintains confidentiality

Qualifications and Experience:

Qualification in investments/financial planning/business management would be an advantage
2-4 years’ experience in a client services environment
At least 3 years’ experience in the financial services industry and wanting to specialise in this field.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Planning Partner Assistant
Location: Westville
Salary: 16 000 Monthly
Westville - Join a leading South African wealth management firm in Westville as a high-energy, tech-savvy professional dedicated to delivering premium financial planning support and a superior client experience. This dynamic role offers the opportunity to integrate your administrative expertise within a sophisticated financial services environment focused on client-centric planning solutions
11 days ago

Assitant Finance Manager
Location: Durban
Salary: 420000 Annually
assistant Finance Manager – Ready to Level Up Your Finance Career?This is more than just another finance role — it’s an opportunity to step into a position where your leadership, analytical thinking, and commercial insight will truly make an impact.
7 days ago

EMPLOYEE BENEFITS ADVISER ASSISTANT
Location: Pietermaritzburg, Kwazulu-natal
Salary: R 17000.00
Benefit, Healthcare administration and client services You must be 26 and older and Live in or near Pietermaritzburg
Today

Store Manager (QSR)
Location: Durban
Salary:
1 day ago

FINANCIAL ADVISOR
Location: Durban
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
4 days ago

Professional Construction Project Manager (Pr.CPM)
Location: Durban
Salary:
5 days ago

Financial Manager
Location: Durban
Salary:
Behind every high-performing school is a financial expert ensuring the numbers make the grade. If you’re a financial Manager who can confidently juggle strategy, reporting, budgets, and operational finance without second-guessing every figure, this Durban North-based education group is ready to put you in a leading role. This opportunity goes beyond traditional accounting — it’s ...
6 days ago

Manufacturing Manager
Location: Durban
Salary: CTC Negotiable
KPA''s - planning, directing & coordinating manufacturing operations at the plant, while driving productivity, operational efficiency, continuous improvement & profitability through effective operational strategies / performance initiatives.
6 days ago

Land Reform and Community Dynamics Manager
Location: Tongaat
Salary: R0 per month
The Manager will foster strong relationships with key stakeholders in the sugarcane supply chain.
7 days ago

Financial Manager
Location: Pietermaritzburg
Salary:
7 days ago

Financial Planning Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Assistant in Amanzimtoti

Jobseekers

Recruiter

General