Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001923/Doret

Date posted:

Tuesday, June 17, 2025

Location:

Roodepoort, South Africa

SUMMARY:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to the company's 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 Proficient.
- 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***

Similar jobs you might be interested in:

Financial Planning Partner Assistant
Location: Roodepoort
Salary:
The partner assistant supports the financial planning partner(s) in providing the required levels of client services to the company's 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 ...
2 days ago

Financial Planning Assistant
Location: Johannesburg
Salary: 17000 Monthly
Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a financial planning assistant. Join a committed team focused on exceptional client engagement.
Today

Financial Planning and Analysis Manager
Location: Johannesburg
Salary:
Drive data-led decision-making in a fast-growing food distribution business as an FP&A Manager, using your CIMA expertise and experience in perishable goods to influence strategy and boost profitability.
8 days ago

Financial Planning and Analysis Lead
Location: Johannesburg
Salary: 600000
Join a global leader in the energy and gas sector, recognised for delivering innovative and sustainable energy solutions across continents. Our organization powers economies, industries, and communities with an unwavering commitment to excellence, operational integrity, and future-forward thinking.
14 days ago

Insurance Administrator - Roodepoort
Location: Johannesburg
Salary: Monthly
Leading organisation within the "financial services and wealth management" industry requires an experienced Personal assistant / Administrator / Secretary for a financial Advisor. This position is based in Roodepoort, JHB .
17 days ago

Para Planner for Business Development
Location: Johannesburg
Salary: Monthly
Well known company in the financial services industry (investments and life insurance) requires a Para Planner to assist with New Business Development within an existing client base within Johannesburg.
21 days ago

Financial Manager
Location: Johannesburg
Salary: 1 500 000 Annually
Are you a dynamic financial strategist with a passion for driving business growth, operational efficiency, and financial governance?
Today

Trade Marketing Manager
Location: Johannesburg
Salary:
Today

Senior Financial Controller
Location: Johannesburg
Salary: 600000
Are you ready to dig deep into your finance career and take it to new heights? One of the world’s leading manufacturers in the mining and construction industry is looking for a Senior financial Controller to join their powerhouse team in Johannesburg East!
2 days ago

Head of Operations
Location: Johannesburg
Salary:
As Head of Operations, you will be required to provide strategic and operational leadership for Functional Outsourcing and Temporary Employment Services. The role is responsible for ensuring efficient, compliant, and cost-effective service delivery in line with service level agreements. This includes operational excellence, stakeholder engagement, people development, and driving financial and stra...
2 days ago

Financial Planning Partner Assistant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General