Financial Planning Partner Assistant

Merand Corbett & Associates; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the financial services sector is seeking a Financial Assistant in Gqeberha. This role involves providing support to Portfolio Managers and CRMs, requiring strong organizational and communication skills. Ideal candidates will have relevant education and experience, with a focus on client needs and effective problem-solving abilities.

Qualifications

• 2-3 years in the financial services industry is advantageous.
• Methodical, accurate, detail-oriented.

Responsibilities

• Operational support for Portfolio Managers and CRMs.
• Assist Financial Planning Partner(s).

Skills

Customer centricity

Organizational skills

Critical thinking

Time management

Teamwork

Problem solving

Education

Relevant tertiary education or courses

Job description

• 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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