Emerging Financial Planning Partner Assistant

Merand Corbett & Associates; Durban; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Merand Corbett & Associates in Durban seeks a client-focused professional to serve as the main point of contact for clients and ensure requirements are followed up and resolved. You will support administrative processes and collaborate with product providers on client transactions, maintaining service standards and compliance.

Responsibilities include onboarding clients, verifying FAIS/FICA data, preparing engagement documents, and maintaining CRM records.

Qualifications

• 23 years' experience in financial services 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.

Responsibilities

• Provide professional and efficient client service as the primary contact.
• Implement and maintain administrative processes and controls.
• Liaise with product providers regarding client transactions and requirements.
• Assist with formal complaint resolution processes where required.
• Ensure client service activities follow Treating Customers Fairly principles.
• Collect and collate client information and assist with fact-finding.
• Prepare documentation for client engagements and meetings.
• Capture and check FICA and AML information during onboarding.
• Submit intermediary appointment documentation to product providers.
• Monitor transfers and ensure ongoing fees are received where applicable.
• Provide ongoing service and maintenance support to Financial Planning Partners.

Skills

Communication

Customer service

Relationship building

Organised

Time management

Attention to detail

Problem solving

Teamwork

Confidentiality

Adaptability

Education

Tertiary education

Tools

Xplan

Excel

Word

Outlook

SharePoint

Job description

Merand Corbett & Associates in Durban seeks a client-focused professional to serve as the main point of contact for clients and ensure requirements are followed up and resolved. You will support administrative processes and collaborate with product providers on client transactions, maintaining service standards and compliance.

Responsibilities include onboarding clients, verifying FAIS/FICA data, preparing engagement documents, and maintaining CRM records.