Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001923/Doret

Date posted:

Thursday, October 22, 2026

Location:

Pretoria, South Africa

SUMMARY:
We are looking for a professional and organised Financial Planning Partner Assistant to provide administrative, operational and client service support to Financial Planning Partners.

The successful candidate will play an important role in ensuring the smooth running of the practice, maintaining excellent client service and acting as a key link between the practice, regional office and head office. Teamwork, attention to detail and a client-focused approach are essential.

POSITION INFO:

Key Responsibilities

Client Services & Operations

Provide administrative and client service support to Financial Planning Partners.
Coordinate client-related activities and ensure efficient day-to-day practice operations.
Assist with operational support for Portfolio Managers and Client Relationship Managers (CRMs).
Act as a liaison between the practice, regional office and head office.

Systems, Reporting & Administration

Maintain accurate client information, records and documentation.
Assist with NAV reporting, KPI monitoring and operational reporting.
Utilise Xplan and other relevant systems to support efficient workflows.
Provide IT and systems-related administrative support where required.

Marketing & Office Management

Assist with marketing activities and client communication.
Coordinate office administration and ensure the smooth running of daily operations.
Collaborate with colleagues and regional team members to maintain consistent service standards.

Minimum Requirements

2–3 years’ experience in the financial services industry will be advantageous.
Relevant tertiary qualification or completed industry-related courses.
Knowledge of the financial services industry, including an understanding of FAIS and FICA legislation.
Proficiency in Microsoft Office, particularly Excel, Word and Outlook.
Experience with SharePoint and Xplan will be advantageous.

Skills & Competencies

The ideal candidate will be highly organised, proactive and client-focused, with excellent attention to detail and the ability to manage multiple priorities.

Strong verbal and written communication skills.
Excellent organisational, planning and time-management abilities.
A methodical, accurate approach to work.
Strong problem-solving, critical-thinking and research skills.
The ability to take initiative, work independently and identify practical solutions.
A collaborative team player who builds positive working relationships.
A professional manner and strong interpersonal skills.
The ability to work under pressure, meet deadlines and adapt to changing client needs.
Assertive, resourceful and resilient, with a strong sense of accountability.
The ability to handle confidential information with discretion.

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

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Financial Planning Partner Assistant

Key Responsibilities

Minimum Requirements

Skills & Competencies

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