Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002384/Doret

Date posted:

Thursday, October 22, 2026

Location:

Durban, South Africa

SUMMARY:

Our client is looking for a Financial Planning Partner Assistant to provide comprehensive administrative, operational and client service support to Financial Planning Partners.

The successful candidate will act as an important liaison between the financial planning practice, clients, product providers and regional support teams, ensuring that client requirements, transactions and administrative processes are handled accurately and efficiently.

POSITION INFO:

KEY RESPONSIBILITIES

Client Services & Administration

Provide professional client service and act as a key contact for clients.
Prepare client documentation and assist with financial planning meetings and reviews.
Manage client onboarding, FICA/AML documentation and compliance requirements.
Process new business applications, transfers and policy amendments.
Liaise with product providers regarding applications, underwriting, fees and outstanding requirements.
Assist with client queries and complaint resolution.

Commission & Portfolio Administration

Check commission statements and follow up on outstanding commissions and fees.
Support Portfolio Managers and Client Relationship Managers with applications, mandates and portfolio administration.

IT, Systems & Reporting

Maintain accurate client information, policy schedules and electronic records.
Capture and update client details, notes and tasks on CRM systems.
Prepare client portfolios, consolidated reports and review documentation.
Manage diaries, appointments and client communications.
Assist with system-related queries and liaise with IT support where necessary.

Marketing & Office Support

Assist with client events, RSVPs and event coordination.
Support general office administration, reception and meeting arrangements.
Manage stationery, office supplies and marketing materials.

REQUIREMENTS

2–3 years' experience in financial services would be advantageous.
Relevant tertiary qualification or industry-related courses.
Knowledge of the financial services industry.
Understanding of FAIS and FICA legislation would be advantageous.
Experience with Xplan would be beneficial.

SYSTEMS & COMPUTER SKILLS

Microsoft Excel, Word and Outlook.
SharePoint.
Xplan.

SKILLS & COMPETENCIES

Excellent communication and client service skills.
Strong organisational skills and attention to detail.
Proactive, methodical and able to take ownership of tasks.
Effective planning, prioritisation and time management.
Strong problem-solving skills and the ability to multitask.
Professional, adaptable and able to work under pressure.
A collaborative, relationship-focused approach.
Ability to handle confidential client information with discretion.

**Only candidates with relevant financial services experience will be considered. **

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Financial Planning Partner Assistant

KEY RESPONSIBILITIES

REQUIREMENTS

SYSTEMS & COMPUTER SKILLS

SKILLS & COMPETENCIES

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