Junior Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002348/Doret

Date posted:

Tuesday, September 1, 2026

Location:

Durban, South Africa

SUMMARY:

Our client is looking for a Junior 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

Provide professional and efficient client service on behalf of the Financial Planning Partner.
Act as a primary point of contact for clients and ensure client requirements are followed up and resolved.
Implement and maintain administrative processes and controls within the financial planning practice.
Liaise with product providers regarding client transactions and requirements.
Assist with formal complaint resolution processes where required.
Ensure client service activities are conducted in line with Treating Customers Fairly principles.

Administration & Operations

Collect and collate client information and assist with fact-finding processes.
Prepare documentation for client engagements and financial planning meetings.
Capture and check FICA and AML information during the client onboarding process.
Check client documentation for completeness and accuracy.
Manage administration relating to client transfers and new business transactions.
Submit intermediary appointment documentation to relevant product providers.
Monitor transfers and ensure ongoing fees are received where applicable.
Capture and submit new business applications with all supporting documentation.
Monitor underwriting and acceptance of new business.
Arrange medical examinations for clients where required and follow up on outstanding requirements.
Provide ongoing service and maintenance support to Financial Planning Partners and their clients.

Commission & Portfolio Administration

Check commission statements and manage commission suspense accounts.
Follow up with product providers regarding outstanding commissions and fees.
Assist Portfolio Managers and CRM teams with mandates and applications.
Maintain instructions and tasks through the relevant CRM system.

IT & Systems

Prepare client portfolios using available product provider information.
Maintain accurate and up-to-date client policy schedules.
Capture and maintain client demographic and financial information on CRM systems.
Integrate client data between relevant systems.
Upload and maintain electronic client documentation and checklists.
Ensure accurate record keeping and secure storage of client information.
Manage client communications through the CRM system.
Maintain detailed client notes and tasks.
Prepare documentation and information for client reviews.
Produce and check consolidated client reports.
Maintain an accurate diary and appointment system.
Assist with resolving technology issues and liaise with IT support where required.

Marketing & Office Support

Assist with the organisation and coordination of client events.
Manage RSVPs, venues and event-related administration.
Assist Financial Planning Partners at client events.
Support general office administration and reception duties where required.
Assist with meeting room, stationery and marketing material requirements.
Ensure office supplies and client materials are ordered timeously.

REQUIREMENTS

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

SYSTEMS & COMPUTER SKILLS

Microsoft Excel
Microsoft Word
Microsoft Outlook
SharePoint
Xplan

SKILLS & COMPETENCIES

Excellent verbal and written communication skills.
Strong customer service and relationship-building abilities.
Highly organised and methodical with excellent attention to detail.
Proactive and able to take ownership of tasks.
Strong planning, prioritisation and time-management skills.
Ability to manage multiple tasks and meet deadlines.
Strong problem-solving and critical-thinking abilities.
Ability to research, interpret information and identify practical solutions.
Excellent teamwork and collaboration skills.
Assertive, resourceful and adaptable.
Resilient and able to work effectively under pressure.
Professional and confidential approach when dealing with sensitive client information.
High-energy, client-focused and relationship-oriented personality.

IDEAL CANDIDATE
The ideal candidate will be a professional, organised and client-focused individual who enjoys working in a financial services environment. They should be comfortable managing detailed administration, dealing directly with clients and product providers, and supporting Financial Planning Partners with a high level of accuracy and confidentiality.

Only candidates with relevant financial services experience will be considered.

Similar jobs you might be interested in:

Junior Financial Planning Partner Assistant
Location: Durban
Salary:
Our client is looking for a junior 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 administrat...
Today

Junior Administrator – File Preparation | Financial Services
Location: Durban
Salary: Annual
junior Administrator – File Preparation | financial Services
8 days ago

Junior Financial Accountant - Ballito
Location: Ballito, Kwazulu-natal
Salary: Market-Related
junior financial Accountant - Ballito
80 days ago

Junior Audit Manager
Location: Hillcrest
Salary: Monthly
Hillcrest - Step into a pivotal leadership position and elevate your career as a junior Audit Manager with a premier advisory firm! If you are a CA(SA) passionate about delivering high-quality audit engagements and mentoring the next generation of audit professionals, this opportunity offers the perfect platform for your professional growth.
7 days ago

Assistant Audit Manager (Finance)
Location: Pietermaritzburg
Salary:
Our client in the finance industry is seeking an assistant Audit Manager to join their dynamic team based in Pietermaritzburg
13 days ago

Store Manager (QSR)
Location: Durban
Salary:
78 days ago

Accountant
Location: Durban
Salary: Monthly
Job Title: Accountant (junior) Department: FinanceLocation: DurbanEmployment Type: Full-Time, PermanentAbout UsStratogo is a professional recruitment and workforce solutions company specializing in sourcing and placing top talent across various industries.Our client is seeking an experienced Accountant to join their finance team. The successful candidate will be responsible for managing the f...
Today

Junior Accountant
Location: Hillcrest
Salary: 15 000 Monthly
Hillcrest - Take the next step in your accounting career with a dynamic team offering clear growth potential toward a senior role over the next two to three years.
4 days ago

Junior Bookkeeper | Sage Pastel | Accounting Practice
Location: Durban
Salary: 150000 Annually
An exciting opportunity exists for a detail-oriented junior Bookkeeper to join a growing accounting practice in Umhlanga. The successful candidate will assist with day-to-day bookkeeping functions, financial reporting, reconciliations, and administrative duties while supporting senior accounting and tax professionals.
13 days ago

Store Manager
Location: Pietermaritzburg
Salary:
PMB - We’re seeking an experienced Store Manager to take full ownership of store operations, driving profitability, leading a high-performing team, and delivering exceptional customer experiences while achieving key sales and operational goals.
14 days ago

Junior Financial Planning Partner Assistant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General