Financial Planning Partner Assistant

Recruiter:

Headhunters

Job Ref:

2451010633

Date posted:

Saturday, June 25, 2022

Location:

Bedfordview, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.

Requirements:

Qualification in investments/financial planning/business management would be an advantage.
2-4 years experience in a client services environment.
At least 5 years of experience in the financial services industry.
Knowledge of the Financial Services Industry.
FAIS and FICA knowledge required.
Computer literacy: Microsoft Office, xPlan would be an advantage.
Excellent verbal and written communication skills.
Customer centricity – passionate about client service.
Excellent organizing and planning ability.
Deadline driven.
Relationship management skills.
Proactive and resourceful.
Resilient under pressure.
Ability to multi-task.
Methodical, accurate, and detail conscious.
Maintains confidentiality.

Duties and Responsibilities include, but are not limited to:

Client Services:
Capturing of client demographic data on relevant client management tools.
Operational Support:
Client Records
Transition and Commission flows.
New Business and Commission flows.
General Office Management.
Marketing Support:
Regional event assistance and organization of smaller client events -booking venues, RSVP management, event management, etc. Representing the business at client events where required.
Office Management:
Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management, etc.

Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.

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

Similar jobs you might be interested in:

Financial Planning & Analysis Specialist
Location: Johannesburg
Salary:
This is a role for a commercially minded analyst who wants exposure, influence, and the opportunity to shape decisionâmaking through insight, not just reporting. If you enjoy building models, unpacking performance, and working closely with senior stakeholders, this opportunity offers depth and development.
7 days ago

Commercial Financial Manager
Location: Johannesburg
Salary:
An exciting opportunity exists for a commercially driven financial Manager (CA(SA)) to join a well-established organisation within the distribution sector, based in Johannesburg South. This role is suited to a strategic finance professional who thrives in a fast-paced, operational environment and is passionate about driving business performance through financial insight.
1 day ago

Finance Manager
Location: Johannesburg
Salary: Monthly
Global pharmaceutical company based in JHB North is looking for a Finance Manager to join their team.
2 days ago

HR Business Partner
Location: Johannesburg
Salary: Monthly
Psybergate is an IT company that builds bespoke software solutions and provides highly skilled resources to its clients.We are looking for an HR Business partner to join our financial services client based in Sandton on a contract basis.
2 days ago

Head of Finance
Location: Johannesburg
Salary:
A leading player in the petroleum industry is seeking a strategic and commercially driven Head of Finance to take ownership of the full finance function. This is a high-impact leadership role for a finance professional who thrives in a fast-paced, complex environment and enjoys influencing business direction at an executive level.
2 days ago

Financial Manager
Location: Johannesburg
Salary:
Are you ready to step into a high-impact leadership role where your financial expertise directly shapes business strategy, growth, and innovation?
2 days ago

Costing Manager
Location: Johannesburg
Salary: 650000
Join a well-established, JSE listed pharmaceutical organisation as a financial Manager – Costing.
2 days ago

Financial Accountant
Location: Johannesburg
Salary:
Step into a fast-evolving, essential services environment where finance plays a critical role in supporting patient care, operational efficiency, and regulatory compliance. This is an exciting opportunity to join a well established healthcare organisation, offering exposure to a highly regulated and impactful industry. If you’re looking to elevate your career in a purpose-driven environment,...
2 days ago

Financial Manager
Location: Johannesburg
Salary:
Step into a purpose-driven, global consumer goods environment where finance is at the centre of sustainable growth, ethical sourcing, and long-term environmental impact. This is an exciting opportunity to join a leading multinational organisation operating within the fast-evolving Green Economy space. If you are passionate about combining financial leadership with meaningful ESG impact, this role ...
3 days ago

Finance Manager: Fixed Assets & Financial Reporting - 8 months contract
Location: South Africa
Salary: Market related
- Bachelor's degree in finance, Accounting, or related field (essential) - CA(SA), CIMA, ACCA, or e
5 days ago

Financial Planning Partner Assistant

Similar jobs you might be interested in:

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

Jobseekers

Recruiter

General