Client Services & Admin Specialist for Financial Planning

Merand Corbett & Associates; East London; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Merand Corbett & Associates is seeking a diligent professional to deliver high-quality client service in a financial planning practice. The role involves coordinating client documentation, onboarding, and ongoing maintenance of administrative processes, while liaising with product providers.

The ideal candidate will handle compliant onboarding, transfers, and client communications with confidentiality and accuracy, supporting Financial Planning Partners and clients with precision.

Qualifications

• Knowledge of FAIS and FICA legislation advantageous.
• Experience with Xplan is beneficial.
• 2–3 years in financial services is advantageous.

Responsibilities

• Provide professional client service and act as the primary contact for clients.
• Support administration, onboarding, and maintenance of client records.
• Coordinate documentation for engagements and financial planning meetings.
• Assist with transfers, new business documentation, and commissions.
• Maintain accurate records and client communications in the CRM.

Skills

Communication skills

Customer service

Organization

Time management

Prioritisation

Problem solving

Teamwork

Adaptability

Confidentiality

Client relationship

Education

Relevant tertiary education

Financial services-related courses

Tools

Xplan

Microsoft Excel

Microsoft Word

Microsoft Outlook

SharePoint

Job description

Merand Corbett & Associates is seeking a diligent professional to deliver high-quality client service in a financial planning practice. The role involves coordinating client documentation, onboarding, and ongoing maintenance of administrative processes, while liaising with product providers.

The ideal candidate will handle compliant onboarding, transfers, and client communications with confidentiality and accuracy, supporting Financial Planning Partners and clients with precision.