Client Services & Ops Assistant – Financial Planning

Catch; Oos-Kaap; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Catch is seeking a Partner Assistant to support our Financial Planning Partners with client services, documentation, and administration. You will liaise between the practice, regional office, and clients, ensuring accurate data capture and compliance throughout the client onboarding and servicing journey.

You will coordinate with Portfolio Managers, CRMs, and IT to maintain records in XPlan and NAV, assist with reports, and help deliver high-quality service to clients while upholding Treating

Qualifications

• 2–3 years in the financial services industry required.
• Relevant tertiary education or courses.
• Experience with XPlan and NAV is advantageous.

Responsibilities

• Provide client services and administration support to Financial Planning Partners.
• Coordinate data gathering, AML/FICA checks, and documentation for client engagements.
• Process new business, submissions, and underwriting support.
• Prepare client reviews and reports using NAV and XPlan.
• Maintain confidentiality and ensure compliance with industry regulations.

Skills

Microsoft Office

SharePoint

XPlan

Verbal and written communication

Education

Relevant tertiary education

Tools

XPlan

NAV

Job description

Catch is seeking a Partner Assistant to support our Financial Planning Partners with client services, documentation, and administration. You will liaise between the practice, regional office, and clients, ensuring accurate data capture and compliance throughout the client onboarding and servicing journey.

You will coordinate with Portfolio Managers, CRMs, and IT to maintain records in XPlan and NAV, assist with reports, and help deliver high-quality service to clients while upholding Treating