Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002187/Doret

Date posted:

Thursday, March 12, 2026

Location:

Pretoria, South Africa

SUMMARY:
An established financial services practice is seeking a Financial Planning Partner Assistant to support Financial Planning Partners in delivering exceptional client service and efficient practice operations.

This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset.

The successful candidate will play a key role in managing administrative processes, supporting client relationships, and ensuring operational efficiency within the financial planning practice.

POSITION INFO:

Key Responsibilities

Client Services

Serve as a primary point of contact for clients and assist with client service delivery.
Liaise with product providers and assist Financial Planning Partners with client queries.
Implement administrative processes and ensure compliance with internal procedures.
Support complaint resolution processes where required.
Maintain strong client relationships through professional and responsive service.

Operations & Administration

Collect and prepare client information, fact finds, and documentation for client engagements.
Manage client onboarding processes including FICA and AML compliance checks.
Process new business applications and client transfers.
Monitor underwriting and follow up on outstanding requirements.
Ensure accuracy and completeness of documentation before submission.
Track and manage commissions and fee payments from product providers.

Systems & Data Management

Maintain accurate client records in the CRM system.
Capture client demographic and financial data.
Upload and manage all documentation within the client management system.
Prepare client portfolio reports and consolidated reports for reviews.
Maintain diary systems and manage client review schedules.

Portfolio & Operational Support

Provide administrative support to Portfolio Managers and Client Relationship Managers.
Ensure mandates and applications are correctly prepared and submitted.
Monitor tasks and workflows through the CRM system.

Marketing & Client Engagement

Assist with the organization and coordination of client events.
Support communication with clients in line with the client management plan.
Assist with RSVP management and event coordination.

Office Support

Assist with general office administration.
Manage meeting room bookings, stationery orders, and office supplies.
Support general practice operations where required.

Requirements

2–3 years' experience in the financial services industry advantageous.
Experience supporting financial planners or wealth advisors preferred.

Qualifications

Relevant tertiary qualification or financial services courses advantageous.

Knowledge

Understanding of financial planning practices
Knowledge of FAIS and FICA legislation

Skills & Competencies

Strong administrative and organizational skills
High attention to detail and accuracy
Excellent verbal and written communication skills
Ability to manage multiple tasks and deadlines
Strong client service orientation
Proactive and solutions-driven approach
Ability to work both independently and collaboratively
Professional and confidential handling of client information

Technical Skills

Microsoft Office (Excel, Word, Outlook)
CRM systems (experience with financial planning software advantageous)

***ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED***

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