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 Partner Assistant
Location: Pretoria
Salary: 22 000 Monthly
Menlyn (Pretoria) - A prominent player in the South African financial services and wealth management sector is seeking an experienced financial planning partner assistant to provide exceptional administrative and client services support.
1 day ago

Financial Planning Partner Assistant
Location: Pretoria
Salary:
We are looking for a professional and organised financial planning partner assistant to provide administrative, operational and client service support to financial planning partners. The successful candidate will play an important role in ensuring the smooth running of the practice, maintaining excellent client service and acting as a key link between the practice, regional office and head office....
2 days ago

Financial Planning Consultant
Location: Centurion
Salary:
Are you ambitious, entrepreneurial, and passionate about building strong relationships and growing a business?We are looking for a motivated and driven individual to join our dynamic team. This opportunity is ideal for someone who enjoys working with people, developing new business opportunities, expanding networks, and continuously striving for personal and professional growth.
17 days ago

Newly Qualified CA(SA) Opportunities | Top-Tier Talent Search
Location: Midrand
Salary:
Are you a newly qualified CA(SA) looking to launch your career with some of South Africa's leading employers?We are partnering with a range of high-growth and established organisations across industries including financial Services, Mining, FMCG, Retail, Manufacturing, Technology, and Professional Services. Our clients are specifically seeking exceptional newly qualified Chartered Accountants who ...
1 day ago

Newly Qualified CA(SA) Opportunities | Top-Tier Talent Search
Location: Johannesburg
Salary:
Are you a newly qualified CA(SA) looking to launch your career with some of South Africa's leading employers?We are partnering with a range of high-growth and established organisations across industries including financial Services, Mining, FMCG, Retail, Manufacturing, Technology, and Professional Services. Our clients are specifically seeking exceptional newly qualified Chartered Accountants who ...
1 day ago

Newly Qualified CA(SA) Opportunities | Top-Tier Talent Search
Location: Johannesburg
Salary:
Are you a newly qualified CA(SA) looking to launch your career with some of South Africa's leading employers?We are partnering with a range of high-growth and established organisations across industries including financial Services, Mining, FMCG, Retail, Manufacturing, Technology, and Professional Services. Our clients are specifically seeking exceptional newly qualified Chartered Accountants who ...
1 day ago

Head of Inbound Operations Centre
Location: Johannesburg
Salary:
An exciting opportunity exists for an experienced operational leader to establish and lead a newly centralised Inbound Operations Centre within a large-scale, customer-focused environment. This is a strategic leadership role for someone who thrives on building functions from the ground up, driving operational excellence, and delivering measurable commercial outcomes.
1 day ago

Head of Inbound Operations Centre
Location: Johannesburg
Salary:
An exciting opportunity exists for an experienced operational leader to establish and lead a newly centralised Inbound Operations Centre within a large-scale, customer-focused environment. This is a strategic leadership role for someone who thrives on building functions from the ground up, driving operational excellence, and delivering measurable commercial outcomes.
1 day ago

BUSINESS DEVELOPMENT MANAGER
Location: Pretoria
Salary: Market related
The Business Development Manager (BDM) is responsible for driving sustainable revenue growth.
1 day ago

Assistant Financial Controller
Location: Sandton
Salary: Market Related
assistant, financial, Controller,
1 day 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