Financial Planning Partner Assistant

Merand Recruitment; Durban; On-site; ZAR 280,000 - 420,000; Full time

Job summary

Merand Recruitment is seeking a dedicated client services and administration professional for a Durban-based role within the financial services sector. You will act as a primary client contact, prepare documentation, and support meetings and reviews, while ensuring onboarding, FICA/AML compliance and timely processing of applications.

You will liaise with product providers, assist with queries and complaints, and maintain accurate records in CRM systems; supporting marketing and office tasks as

Qualifications

• 23 years' experience in financial services would be advantageous.
• Knowledge of FAIS and FICA legislation would be advantageous.
• Experience with Xplan would be Beneficial.

Responsibilities

• Provide professional client service and act as a key contact for clients; prepare client documentation and assist with financial planning meetings and reviews.
• Manage client onboarding, FICA/AML documentation and compliance requirements; process new business applications, transfers and policy amendments.
• Liaise with product providers regarding applications, underwriting, fees and outstanding requirements; assist with client queries and complaint resolution.
• Maintain accurate client information, policy schedules and electronic records; capture and update client details, notes and tasks on CRM systems; prepare client portfolios and review documentation.

Skills

Excellent communication

Client service

Organisational skills

Time management

Problem solving

Discretion

Multitasking

Team collaboration

Education

Relevant tertiary qualification or industry-related courses

Tools

Xplan

SharePoint

MS Excel

Job description

KEY RESPONSIBILITIES

Client Services & Administration
Provide professional client service and act as a key contact for clients. Prepare client documentation and assist with financial planning meetings and reviews. Manage client onboarding, FICA/AML documentation and compliance requirements. Process new business applications, transfers and policy amendments. Liaise with product providers regarding applications, underwriting, fees and outstanding requirements. Assist with client queries and complaint resolution.
Commission & Portfolio Administration
Check commission statements and follow up on outstanding commissions and fees. Support Portfolio Managers and Client Relationship Managers with applications, mandates and portfolio administration.
IT, Systems & Reporting
Maintain accurate client information, policy schedules and electronic records. Capture and update client details, notes and tasks on CRM systems. Prepare client portfolios, consolidated reports and review documentation. Manage diaries, appointments and client communications. Assist with system-related queries and liaise with IT support where necessary.
Marketing & Office Support
Assist with client events, RSVPs and event coordination. Support general office administration, reception and meeting arrangements. Manage stationery, office supplies and marketing materials.

REQUIREMENTS

23 years' experience in financial services would be advantageous. Relevant tertiary qualification or industry-related courses. Knowledge of the financial services industry. Understanding of FAIS and FICA legislation would be advantageous. Experience with Xplan would be beneficial.

SYSTEMS & COMPUTER SKILLS

Microsoft Excel, Word and Outlook. SharePoint. Xplan.

SKILLS & COMPETENCIES

Excellent communication and client service skills. Strong organisational skills and attention to detail. Proactive, methodical and able to take ownership of tasks. Effective planning, prioritisation and time management. Strong problem-solving skills and the ability to multitask. Professional, adaptable and able to work under pressure. A collaborative, relationship-focused approach. Ability to handle confidential client information with discretion.

**Only candidates with relevant financial services experience will be considered. **