Financial Planning Assistant

Fouche & Co Recruitment; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial advisory firm is seeking a Financial Assistant in Johannesburg to handle administrative tasks, client documentation, and compliance. The successful candidate will manage workflows from onboarding to ongoing service, requiring a strong attention to detail and proficiency in MS Office and Xplan. This role offers a competitive salary, in a vibrant environment focused on career development.

Qualifications

• 23 years in financial services advantageous.
• Proficiency in MS Office and Xplan required.
• Familiarity with financial regulations (FAIS / FICA) is a plus.

Responsibilities

• Manage administrative workflows, client documentation, and regulatory compliance.
• Oversee client service tasks from onboarding to reviews.
• Capture client data and maintain records using Xplan.

Skills

Attention to detail

Team-oriented

Strong communication skills

Problem-solving

Education

Tertiary education or applicable courses

Tools

MS Office

Xplan

Job description

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, youll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities :

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

Key Attributes :

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

Requirements :

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS / FICA).

Remuneration :

R17 000 - R21 000 Cost to Company

• Only shortlisted candidates will be contacted

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Financial Assistant • Johannesburg, South Africa