Assistant Financial Planner

JenRecruitment; Johannesburg; On-site; ZAR 167,000 - 223,000; Full time

Job summary

JenRecruitment in Midrand, Johannesburg, seeks an Assistant Financial Planner to join a professional planning environment and support the team with admin, research and client duties.

This role suits someone with a financial services background who enjoys client work and documentation and wants to grow in financial planning. Salary: R15 000–R20 000 per month.

Qualifications

• Relevant tertiary qualification in Financial Planning, Finance or Investments.
• Experience in financial services or financial planning is advantageous.
• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Professional written and verbal communication skills.
• Fluent in Afrikaans and English.
• Ability to work independently as well as in a team.

Responsibilities

• Assist with preparation and maintenance of client financial planning documentation.
• Provide administrative and research support to the Financial Planner.
• Assist with client records, quotations, applications and follow-up correspondence.
• Maintain accurate and confidential client information.
• Assist with day-to-day client service and financial planning administration.
• Liaise professionally with clients and assist with queries and follow-ups.
• Ensure documentation and records are maintained accurately and efficiently.

Skills

Administrative & organisational skills

Attention to detail

Communication skills (written & verbal

Client-facing communication

Bilingual Afrikaans & English

Education

Relevant tertiary qualification in Financial Planning / Finance / Investments

Tools

MS Office

Job description

Assistant Financial Planner requiredin Midrand, Johannesburg.

We are looking for an Assistant Financial Planner to join a professional financial planning environment and provide strong administrative, research and client support to the financial planning team.

This is an excellent opportunity for someone with a financial services, finance, investments or related background who enjoys working with clients, documentation and detail and wants to develop their career within financial planning.

Salary: R15 000 – R20 000 per month.

Key Responsibilities:

• Assist with the preparation and maintenance of client financial planning documentation
• Provide administrative and research support to the Financial Planner
• Assist with client records, quotations, applications and follow-up correspondence
• Maintain accurate and confidential client information
• Assist with day-to-day client service and financial planning administration
• Liaise professionally with clients and assist with queries and follow-ups
• Ensure documentation and records are maintained accurately and efficiently

Minimum Requirements:

• Relevant tertiary qualification in Financial Planning, Finance, Investments, Economics or a related field advantageous
• Previous experience within financial services, financial planning, investments or a similar environment advantageous
• Strong administrative and organisational skills
• Excellent attention to detail and accuracy
• Professional written and verbal communication skills
• Fluent in Afrikaans and English
• Good computer literacy
• Professional, well presented and confident when dealing with clients
• Ability to work independently as well as part of a team

What We’re Looking For:

• We are looking for someone who is reliable, organised, detail orientated and eager to build a career within the financial planning environment.