Financial Planning Partner Assistant

 

Recruiter:

Pronel Personnel

Job Ref:

388988753

Date posted:

Tuesday, January 4, 2022

Location:

Hillcrest, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Purpose of role:

The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Knowledge:

  • Knowledge of the Financial Services Industry
  • FAIS and FICA knowledge required.

Competencies

  • Computer literacy: Microsoft Office, xPlan would be an advantage.
  • Customer centricity – passionate about client service
  • Excellent organising and planning ability
  • Problem solving skills
  • Deadline driven

Qualifications and Experience

  • Qualification in investments/financial planning/business management would be an advantage.
  • 2-4 years’ experience in a client services environment

If you meet all of the above, please send your CV to Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted.

 

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



 

 

 

Similar jobs you might be interested in:

IT Manager
Location: Durban
Salary:
The IT Manager is accountable for the availability, security, and performance of all technology supporting a BPO operation. This includes telecoms/voice platforms, network and end-user computing, core business systems, and IT service management.The role ensures technology enables contractual SLAs, supports growth, and meets client and regulatory requirements in a South African BPO environment.
11 days ago


Finance Manager
Location: Durban
Salary:
Our client, a proudly South African design, development, and manufacturing company, which is part of a listed leading Global innovator, currently seeks your financial experience to manage and oversee the site’s full finance and accounting function.This role is ideal for a commercially astute finance professional with strong analytical capability, manufacturing exposure, and solid US SOX complian...
21 days ago


Production Manager - Mixing
Location: Howick
Salary: 1000000 Annually
Production Manager – Mixing DepartmentHowickRequirements:Bachelor’s in Business, Industrial/Mechanical Engineering, or similarHigh business acumen and understanding5+ years in Senior Production/Plant ManagementLed 250+ employees in manufacturingManaged R100–R135M+ monthly turnoverStrong in lean manufacturing, production systems, and quality frameworksManufacturing or heavy indust...
Today


Retail Branch Manager
Location: Glenwood
Salary: R260 000.00 per annum (ctc) - negotiable
A JSE-listed retail group with a strong market presence is looking for a high-performing Retail Branch Manager to lead its Glenwood branch. This role offers the opportunity to run the branch as a business, driving sales, profitability, and service excellence while developing and motivating a committed retail team.
4 days ago


Regional Financial Manager
Location: Durban
Salary:
A prominent organization within the multi-site operational services sector is looking to appoint a seasoned Regional financial Manager, based in Durban North, to strengthen its finance leadership capability.
4 days ago


Passenger Vehicle Stock Controller - KwaZulu Natal, Pinetown
Location: Pinetown
Salary:
Remuneration: R11500.00 to R14000.00 dependent on skillset and experience Purpose Of The Job: Our Client is looking for an experienced Passenger Vehicle Stock Controller, to join their busy Team. The Passenger Vehicle Stock Controller is responsible for the effective management, control, and reconciliation of all new and used passenger vehicle stock. This role is critical in ensuring accurate st...
4 days ago


Store Supervisor
Location: Umhlanga
Salary: 8500 monthly
Future Careers is seeking a Store Supervisor for a leading fashion retail brand based in Umhlanga.
4 days ago


Financial Accountant
Location: Durban
Salary:
6 days ago


Branch Administrator
Location: Pinetown
Salary: 20 000 Monthly
Pinetown - Join a leading industrial solutions provider as a Branch Administrator and take charge of managing staff, administration, and branch operations.
7 days ago


Enterprise Risk Manager
Location: Durban
Salary:
7 days ago


Create a free job alert for Financial Planning Partner Assistant in Hillcrest

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions