Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001919/Doret

Date posted:

Tuesday, June 17, 2025

Location:

Somerset West, South Africa

SUMMARY:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

POSITION INFO:
Categories
- Client Services
- Operations
- Operational support for Portfolio Managers and CRMs
- IT & Systems
- NAV & KPIs
- Marketing Support
- Office Management

Knowledge
- Financial Services Industry
- Understanding of FAIS and FICA legislation

Competencies
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
- Xplan Proficeint.
- Good verbal and written communications skills.
- High energy individual who is customer centric and relationship orientated.
- Methodical, accurate and have meticulous attention to detail.
- Initiative-taking work ethic.
- Organizational skills, ability to prioritize, plan and manage projects.
- Ability to collaborate with others.
- Critical thinking: ability to strategize, research and interpret.
- Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
- Teamwork: be a reliable and productive member of the team.
- Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
- Time management: ability to manage time and tasks to ensure deadlines are met.
- Assertiveness, proactive & resourceful.
- Resilient under pressure.
- Ability to multi-task.
- Maintain absolute confidentiality.

Qualifications and Experience
- 2-3 years in the financial services industry will be advantageous.
- Relevant tertiary education or courses.

Attributes
- The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s).
- Strong personality.

***Only shortlisted candidates will be contacted***

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

Similar jobs you might be interested in:

Wealth Specialist I Western Cape
Location: Capetown
Salary: Market Related
Wealth Specialist
Today

Chief Financial Officer (CFO) - Healthcare and Retirement Villages
Location: Cape Town
Salary:
1 day ago

Financial Director
Location: Cape Town
Salary:
Take the financial Helm of a Global FinTech Powerhouse. If deferred revenue schedules, cross-border compliance and Board-level strategy conversations energise you, this is your moment.
7 days ago

Financial Director
Location: Cape Town
Salary:
If your idea of fun includes deferred revenue schedules, cross-border tax compliance and influencing Board-level decisions, this may be your next strategic move.
7 days ago

Financial Manager
Location: Cape Town
Salary: 600 000 Annually
If you’ve built your finance career in hospitality and enjoy being close to the buzz of the operation, this opportunity offers the perfect next step. Step into a hands-on financial Manager role where your understanding of stock, labour, margins, and service delivery will directly influence business performance. You’ll work closely with operational leaders, turning numbers into real dec...
7 days ago

Senior Accountant
Location: Cape Town
Salary: 800 000 Annually
We’re on the search for a Commercially Focused Senior Accountant to take on a role within a high growth company operating across multiple African jurisdictions. The ideal candidates will come from a background in Mining, engineering or renewable energy, where project-based accounting is the norm. You will partner closely with both project and operational managers taking responsibility for th...
7 days ago

FP&A Analyst
Location: Cape Town
Salary: 550 000 Annually
An established and fast-growing business within the financial Services sector is seeking a commercially astute financial planning & Analysis Analyst to join their dynamic finance team.
8 days ago

Hotel Manager
Location: Cape Town
Salary:
A sophisticated and soulful boutique hotel in the heart of Cape Town is looking for a HOTEL MANAGER
8 days ago

Business Process Analyst
Location: Cape Town
Salary: 600 000 Annually
Are you a process-obsessed problem-solver who thrives on making systems smarter, faster, and more efficient?We’re searching for a Business Process Analyst who loves diving into financial workflows, spotting inefficiencies, and transforming them into seamless, dataâdriven solutions.If you’re passionate about improving processes, enabling financial visibility, and collaborating across ...
8 days ago

Senior Accountant
Location: Cape Town
Salary: 800 000 Annually
Drive financial insight at the heart of a high-growth, pan-African company. This is a commercially focused accounting role where reporting meets strategy, partnering closely with project and operational leaders. You’ll take ownership of group reporting, capex oversight and business development spend in a complex, multi-entity environment. If you’re a technically strong, forward-thinkin...
17 days ago

Financial Planning Partner Assistant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General