Financial Planner Assistant

Pro Talent; Kloof; On-site; ZAR 201,000 - 246,000; Full time

Job summary

Pro Talent is seeking a Financial Planning Partner Assistant in Kloof/Durban for a 12-month fixed-term contract. You will work closely with Financial Planning Partners to provide end-to-end administrative and client service support, ensuring a seamless client experience.

Role involves handling onboarding, documentation, CRM data, and liaison with product providers and brokers. Strong organisational skills and familiarity with FAIS/FICA are essential.

Qualifications

• 2–3 years' experience in investments/wealth administration.
• RE5 and wealth/long-term insurance/investment qualifications are beneficial.
• Understanding of FAIS and FICA regulations.

Responsibilities

• Manage and coordinate all client service and administrative activities within the financial planning practice.
• Serve as the primary contact for clients, ensuring a professional and responsive service experience.
• Prepare client documentation, fact finds, onboarding paperwork including FICA/AML requirements.
• Process new business applications, client transfers, and ongoing policy administration.
• Liaise with product providers regarding applications, underwriting, commissions, and client queries.
• Maintain accurate client records, reports, and portfolio information on CRM/financial planning systems.
• Support client review meetings through portfolio reports and review documentation.
• Assist with client events, office admin, diary management, and general operational support.
• Monitor service standards and help achieve operational and performance objectives.

Skills

Client service

Communication

Organisational skills

Multitasking

Education

RE5 certification

Wealth/long-term investment qualification

Tools

Excel

Word

Outlook

CRM systems

Xplan

Job description

Financial Planning Partner Assistant (12-Month Fixed-Term Contract to be renewed)

Location: Kloof, Durban

Remuneration: R18000 - R22000

Join a leading financial services practice and play a vital role in delivering exceptional client service and operational support to a team of Financial Planners.

This is an exciting opportunity for a highly organised, client-focused professional who enjoys building relationships, coordinating complex administrative processes, and ensuring a seamless client experience. Working closely with Financial Planning Partners, you will provide end-to-end administrative, operational, and client service support while acting as a key liaison between clients, product providers, and the wider business.

Key Responsibilities

• Manage and coordinate all client service and administrative activities within the financial planning practice.

• Serve as the primary point of contact for clients, ensuring a professional and responsive service experience.

• Prepare client documentation, fact finds, and onboarding paperwork, including FICA and AML compliance requirements.

• Process new business applications, client transfers, and ongoing policy administration.

• Liaise with product providers regarding applications, underwriting, commissions, and client-related queries.

• Maintain accurate client records, reports, and portfolio information on CRM and financial planning systems.

• Support client review meetings through the preparation of portfolio reports and review documentation.

• Assist with client events, office administration, diary management, and general operational support.

• Monitor service standards and assist in achieving operational and performance objectives.

Requirements

• 2-3 years' experience with investments / wealth administration (ideally having worked as a PA to a Broker)

• RE5 and any wealth / long term insurance / investment qualifications will be highly beneficial

• Understanding of financial services regulations, including FAIS and FICA.

• Strong Microsoft Office skills, particularly Excel, Word, and Outlook.

• Experience with CRM and financial planning systems is preferred (Xplan)

• Excellent communication and relationship-building skills.

• Strong organisational abilities with exceptional attention to detail.

• Ability to manage multiple priorities in a fast-paced environment.

Ideal Candidate

We are looking for someone who is proactive, professional, highly organised, and passionate about delivering outstanding client service. You will thrive in a collaborative environment, take ownership of your responsibilities, and enjoy supporting financial professionals in helping clients achieve their financial goals.

Why Apply?

This role offers the opportunity to gain valuable experience within a respected financial services environment, work alongside experienced industry professionals, and make a meaningful contribution to client success. If you enjoy building strong relationships, delivering exceptional service, and working in a dynamic team, we'd love to hear from you.