Financial Planning Assistant | Client Services & Ops

Headhunters; Gqeberha; On-site; ZAR 167,000 - 279,000; Full time

Job summary

Headhunters in South Africa seeks an organised client services administrator to support financial planning practices. You will handle data discovery, onboarding, documentation, and liaison with product providers while ensuring compliance with FAIS and FICA regulations.

The role emphasizes accuracy, confidentiality, multi-tasking, and proactive client service within a busy operations environment.

Qualifications

• Matric or equivalent is required.
• 2-3 years in the financial services industry is advantageous.
• Relevant tertiary education or courses completed.
• Knowledge of FAIS and FICA legislation is expected.
• Proficiency in Microsoft Office and Xplan is essential.

Responsibilities

• Implement the client services experience as defined by the Head of Operations.
• Manage administrative processes, queries, reporting and client requirements.
• Coordinate liaison between Financial Planner Partner and product providers.
• Follow the complaint resolution process and ensure timely client service.
• Support portfolio managers and CRMs with data and documentation.
• Maintain compliance with Treating Customers Fairly and regulatory rules.
• Prepare client documentation, data discovery, and engagement records.

Skills

Financial services knowledge

FAIS & FICA awareness

Communication skills

Organizational skills

Time management

Proactive & resourceful

Teamwork

Professional presence

Problem solving

Initiative-taking

Multi-tasking

Confidentiality

Education

Matric or equivalent

Relevant tertiary education

Tools

Excel

Word

Outlook

SharePoint

Xplan

Astute

NAV

IWP

Job description

Headhunters in South Africa seeks an organised client services administrator to support financial planning practices. You will handle data discovery, onboarding, documentation, and liaison with product providers while ensuring compliance with FAIS and FICA regulations.

The role emphasizes accuracy, confidentiality, multi-tasking, and proactive client service within a busy operations environment.