Financial Planning Partner Assistant

Merand Recruitment; Gqeberha; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A dynamic financial services firm is seeking a Partner Assistant to support their Financial Planning Partners in Gqeberha. This role requires strong organizational and communication skills, a client-centric mindset, and 2-3 years of industry experience. The ideal candidate will be enthusiastic and detail-oriented, ensuring effective service to clients and assisting with operational tasks.

Qualifications

• 2-3 years experience in financial services is advantageous.
• Relevant education/courses in financial services.

Responsibilities

• Support Financial Planning Partners in client services.
• Oversee administrative and operational support.
• Act as liaison between practice and regional office.

Skills

Client Services

Communication Skills

Problem Solving

Organizational Skills

Teamwork

Critical Thinking

Time Management

Education

Relevant tertiary education or courses

Job description

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client servicesto the company's clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants intheir office as well as with team members in the Region. The Assistant takes responsibility for overseeing theadministrative, operations and client services support to the Financial Planning Partner and is the liaison personbetween the practice and the regional office / head office.

Categories

• Client Services
• Operations
• Operational support for Portfolio Managers and CRMs
• IT & Systems
• NAV & KPIs
• Marketing Support
• Office Management

Knowledge

• Understanding of FAIS and FICA legislation
• Good verbal and written communications skills.
• High energy individual who is customer centric and relationship orientated.
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking : ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
• Teamwork : be a reliable and productive member of the team.
• Professional presence : as a representative of the organization, a professional image and professional conduct are always expected and required.
• Time management : ability to manage time and tasks to ensure deadlines are met.
• Ability to multi-task.

Qualifications and Experience

• 2-3 years in the financial services industry will be advantageous.
• Relevant tertiary education or courses.

Attributes

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s).
• Strong personality.
• Only shortlisted candidates will be contacted

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