Financial Planning Partner Assistant

SUMMARY:
Our client, a well-established financial services provider, is seeking an experienced Financial Planning Partner Assistant to join their team based in Constantia.

This role is ideal for a highly organised financial services professional who enjoys supporting Financial Planning Partners, building strong client relationships, and ensuring the smooth administration of financial planning processes.

POSITION INFO:

Key Responsibilities

• Provide administrative and operational support to Financial Planning Partners.
• Act as the primary point of contact for clients, ensuring exceptional service.
• Prepare client documentation and maintain accurate client records.
• Process new business applications and manage client onboarding.
• Perform FICA and AML administration.
• Liaise with product providers regarding client transactions and queries.
• Monitor new business, policy transfers, and commission payments.
• Maintain accurate client information on Xplan.
• Prepare documentation for client reviews and portfolio reporting.
• Assist with diary management, client meetings, and office administration.

Minimum Requirements

• 2–3 years' experience within the financial services industry.
• Previous experience supporting a Financial Adviser, Financial Planner, Wealth Manager, or Financial Planning Practice.
• Working knowledge of Xplan or a similar financial planning CRM system.
• Strong understanding of FAIS and FICA requirements.
• Excellent administrative, organisational, and client service skills.
• Proficient in Microsoft Office (Excel, Word and Outlook).

Preferred Candidate

• Reside in or near the Southern Suburbs of Cape Town and be able to commute daily to Constantia.
• Be comfortable working 100% office-based (Monday to Friday, 08:00–17:00).
• Have excellent attention to detail and the ability to manage multiple priorities.
• Be proactive, professional, and client-focused.
• Be willing to commit to a 12-month fixed-term contract.

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