Financial Planning Admin & Client Liaison — Office-Based

Fouche & Co Recruitment; Gauteng; On-site; ZAR 246,000 - 279,000; Full time

Job summary

Fouche & Co Recruitment is seeking a Financial Planning Partner Assistant to provide administrative, operational, and client services support to Financial Planning Partners. This role acts as the liaison between the practice and regional or head offices, ensuring smooth processes and compliant workflows.

Based in Menlyn on a full-time, office-based schedule (Mon-Fri, 08:00–17:00), you will manage client onboarding checks, FICA/AML controls, and new business applications, while maintaining

Qualifications

• 2 to 3 years of experience in the financial services industry is advantageous.
• Basic understanding of FAIS and FICA legislation.
• Proficiency in Microsoft Office and familiarity with Xplan or similar CRM systems.
• Bilingual proficiency in English, with Afrikaans language proficiency being a desirable advantage.

Responsibilities

• Implement client services experiences and administrative processes and controls.
• Handle FICA and AML capture, onboarding checks, and transition documentation.
• Manage new business applications, underwriting follow-ups, and commission reconciliations.
• Prepare client portfolios, maintain Xplan CRM records, and assist with review preparation.
• Support office management, marketing events, and general client liaison.

Skills

Bilingual EN/AF

Communication skills

Organizational skills

Client services mindset

Education

Relevant tertiary education or courses

Tools

Xplan CRM

Microsoft Office

Job description

Fouche & Co Recruitment is seeking a Financial Planning Partner Assistant to provide administrative, operational, and client services support to Financial Planning Partners. This role acts as the liaison between the practice and regional or head offices, ensuring smooth processes and compliant workflows.

Based in Menlyn on a full-time, office-based schedule (Mon-Fri, 08:00–17:00), you will manage client onboarding checks, FICA/AML controls, and new business applications, while maintaining