Financial Assistant: Precision In Billing & Reconciliations

The Shoprite Group Of Companies; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

The Shoprite Group Of Companies in Cape Town is seeking a Financial Assistant Precision to provide day-to-day administrative and operational support to the Financial Planning Partner. You will be the primary contact for clients, ensuring a professional experience and accurate documentation for meetings and planning engagements.

You will process new business applications, onboarding (FICA/AML), liaise with product providers, and maintain CRM records.

Qualifications

• Relevant tertiary qualification or financial services-related studies.
• Experience supporting a Financial Planner, Wealth Manager or Financial Adviser is advantageous.
• Sound understanding of FAIS and FICA requirements.
• Experience processing new business and servicing existing clients.
• Strong administrative and organisational skills with attention to detail.

Responsibilities

• Provide day-to-day administrative and operational support to the Financial Planning Partner.
• Serve as the primary point of contact for clients, ensuring a professional client experience.
• Prepare documentation for client meetings and financial planning engagements.
• Process new business applications, policy amendments and client transactions.
• Manage client onboarding, including FICA and AML documentation.
• Liaise with product providers regarding new business, transfers and underwriting requirements.
• Monitor applications through to completion and follow up on outstanding requirements.
• Maintain accurate client records and documentation on the CRM system.
• Prepare reports and documentation for client review meetings.
• Coordinate diaries, appointments and client communications.
• Assist with planning and administration of client events and practice-related activities.
• Provide general office administration and support where required.

Skills

Administrative excellence

Client service mindset

Communication skills

Organisational skills

Attention to detail

Xplan experience

Education

Relevant tertiary qualification or financial services-related studies

Tools

Xplan

Job description

Showing 1 Financial Assistant Precision jobs in Cape Town

• Provide day-to-day administrative and operational support to the Financial Planning Partner.
• Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.
• Prepare documentation and information required for client meetings and financial planning engagements.
• Process new business applications, policy amendments and client transactions.
• Manage client onboarding, including FICA and AML documentation.
• Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries.
• Monitor applications through to completion and ensure all outstanding requirements are followed up.
• Maintain accurate client records and documentation on the CRM system.
• Prepare reports and documentation for client review meetings.
• Coordinate diaries, appointments and client communications.
• Assist with the planning and administration of client events and practice-related activities.
• Provide general office administration and support where required.
• Relevant tertiary qualification or financial services-related studies.
• Previous experience (23 years preferred) within the financial services industry.
• Experience supporting a Financial Planner, Wealth Manager or Financial Adviser will be highly advantageous.
• Sound understanding of financial products and financial planning administration.
• Knowledge of FAIS and FICA requirements.
• Experience processing new business and servicing existing clients.
• Strong administrative and organisational skills with excellent attention to detail.
• Ability to work accurately under pressure while managing multiple priorities.
• A professional, client-centric approach with excellent communication skills.
• Experience working on Xplan will be a distinct advantage.

Key Responsibilities

• Provide day-to-day administrative and operational support to the Financial Planning Partner.
• Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.
• Prepare documentation and information required for client meetings and financial planning engagements.
• Process new business applications, policy amendments and client transactions.
• Manage client onboarding, including FICA and AML documentation.
• Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries.
• Monitor applications through to completion and ensure all outstanding requirements are followed up.
• Maintain accurate client records and documentation on the CRM system.
• Prepare reports and documentation for client review meetings.
• Coordinate diaries, appointments and client communications.
• Assist with the planning and administration of client events and practice-related activities.
• Provide general office administration and support where required.

Minimum Requirements

• Relevant tertiary qualification or financial services-related studies.
• Previous experience (23 years preferred) within the financial services industry.
• Experience supporting a Financial Planner, Wealth Manager or Financial Adviser will be highly advantageous.
• Sound understanding of financial products and financial planning administration.
• Knowledge of FAIS and FICA requirements.
• Experience processing new business and servicing existing clients.
• Strong administrative and organisational skills with excellent attention to detail.
• Ability to work accurately under pressure while managing multiple priorities.
• A professional, client-centric approach with excellent communication skills.
• Experience working on Xplan will be a distinct advantage.

The Ideal Candidate

We're looking for someone who enjoys building relationships, takes ownership of their work and thrives in a fast-paced environment. You should be proactive, highly organised and genuinely passionate about delivering exceptional client service. The successful candidate will be a team player who enjoys supporting others while maintaining the highest levels of professionalism, accuracy and confidentiality.

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