Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002187/Doret

Date posted:

Tuesday, June 23, 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***

Similar jobs you might be interested in:

Financial Planning Partner Assistant
Location: Pretoria
Salary:
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.T...
4 days ago

Chartered Accountant (CA(SA))
Location: Centurion
Salary:
Job PurposeThe Chartered Accountant (CA(SA)) is responsible for managing the company's financial reporting, budgeting, costing, compliance, and strategic financial planning. Within an FMCG and manufacturing environment, the role places a strong emphasis on inventory management, production costing, profitability analysis, working capital management, and supporting operational decision-making to imp...
1 day ago

Junior Administrator
Location: Sandton
Salary: -
3 days ago

Financial Manager
Location: Delmas
Salary:
Some people close month-end.You drive operational performance.If you're a CA(SA) who thrives in fast-paced mining operations, understands the commercial realities of open-cast mining, and enjoys leading high-performing finance teams, this is an opportunity to make your mark with one of South Africa's established mining groups.
3 days ago

Head of Financial Analysis, Governance & Audit
Location: Pretoria
Salary:
A highly respected institution operating within the financial services and economic oversight environment is seeking an exceptional Divisional Head: Accounting, Auditing and Industry Analysis to join its executive leadership team based in Pretoria.
4 days ago

Financial Manager
Location: Johannesburg
Salary:
A well-established organisation within the property and hospitality sector is looking for a Finance Manager who is available immediately to step into a fast-paced, operational environment and provide strong financial leadership.This opportunity is ideal for a hands-on finance professional who thrives on partnering with business leaders, driving performance, and ensuring sound financial management ...
4 days ago

Finance Executive CA(SA)
Location: Johannesburg
Salary: 2400000 Annually
A leading player in the South African financial services sector is seeking an accomplished Executive Finance professional to provide strategic leadership across financial reporting, operational finance, business performance analysis, and finance transformation initiatives.
6 days ago

Chief Financial Officer
Location: Johannesburg
Salary:
Our client, in ICT infrastructure & distribution, requires a commercially focused Chief financial Officer (CFO), with responsibility for the organisation's financial integrity and operational performance. The role requires leadership across across key operational areas, to ensure strong cash management, efficient working capital utilisation, and the creation of an environment that supports pro...
8 days ago

Technical Product Manager
Location: Johannesburg
Salary: 60000 Monthly
TECHNICAL PRODUCT MANAGER (for SME's)Our esteemed client in Sandton is urgently seeking a Technical Product Manager for a permanent, on-site role R60 000 – R75 000 CTC per month. The role is responsible for the integrity, performance, and continuous improvement of a lending system serving South African SMEs, with a strong focus on solving key SME pain points. The successful candidate will al...
8 days ago

Financial Manager
Location: Delmas
Salary:
financial Manager – Mining Industry | MpumalangaJoin a well-established mining operation where finance plays a critical role in driving operational efficiency, profitability, and strategic decision-making. This is an exciting opportunity to become part of a high-performing organization within the mining sector, offering exposure to a commercially focused environment where your financial expe...
8 days ago