Financial Planning Partner Assistant

Merand Recruitment; Pretoria; Sur place; ZAR 201 000 - 312 000; Plein temps

Résumé du poste

Merand Recruitment is seeking a professional Financial Planning Partner Assistant in Pretoria to provide administrative, operational and client service support to Financial Planning Partners. The role acts as a key link between the practice, regional office and head office, emphasising teamwork, attention to detail and a client-focused approach.

Responsibilities include client service, coordinating activities, supporting Portfolio Managers and CRMs, maintaining records, NAV reporting and KPI

Qualifications

• 2–3 years' experience in the financial services industry is advantageous.
• Relevant tertiary qualification or completed industry-related courses.
• Knowledge of FAIS and FICA legislation.
• Proficiency in Microsoft Office, particularly Excel, Word and Outlook.
• Experience with SharePoint and Xplan will be advantageous.

Responsabilités

• Provide administrative and client service support to Financial Planning Partners.
• Coordinate client-related activities and ensure efficient day-to-day practice operations.
• Assist with operational support for Portfolio Managers and Client Relationship Managers (CRMs).
• Act as a liaison between the practice, regional office and head office.
• Maintain accurate client information, records and documentation.
• Assist with NAV reporting, KPI monitoring and operational reporting.
• Utilise Xplan and other relevant systems to support efficient workflows.
• Provide IT and systems-related administrative support where required.
• Assist with marketing activities and client communication.
• Coordinate office administration and ensure the smooth running of daily operations.
• Collaborate with colleagues and regional team members to maintain consistent service standards.

Connaissances

Verbal communication

Written communication

Organisational skills

Time management

Problem solving

Initiative

Teamwork

Interpersonal skills

Discretion with confidential info

Ability to work under pressure

Formation

Tertiary qualification in finance/related field

Industry-related courses completed

Outils

Microsoft Office (Excel, Word, Outlook)

SharePoint

Xplan

Description du poste

We are looking for a professional and organised Financial Planning Partner Assistant to provide administrative, operational and client service support to Financial Planning Partners.

The successful candidate will play an important role in ensuring the smooth running of the practice, maintaining excellent client service and acting as a key link between the practice, regional office and head office. Teamwork, attention to detail and a client-focused approach are essential.

Client Services & Operations

• Provide administrative and client service support to Financial Planning Partners.
• Coordinate client-related activities and ensure efficient day-to-day practice operations.
• Assist with operational support for Portfolio Managers and Client Relationship Managers (CRMs).
• Act as a liaison between the practice, regional office and head office.

Systems, Reporting & Administration

• Maintain accurate client information, records and documentation.
• Assist with NAV reporting, KPI monitoring and operational reporting.
• Utilise Xplan and other relevant systems to support efficient workflows.
• Provide IT and systems-related administrative support where required.

Marketing & Office Management

• Assist with marketing activities and client communication.
• Coordinate office administration and ensure the smooth running of daily operations.
• Collaborate with colleagues and regional team members to maintain consistent service standards.

Minimum Requirements

• 2-3 years' experience in the financial services industry will be advantageous.
• Relevant tertiary qualification or completed industry-related courses.
• Knowledge of the financial services industry, including an understanding of FAIS and FICA legislation.
• Proficiency in Microsoft Office, particularly Excel, Word and Outlook.
• Experience with SharePoint and Xplan will be advantageous.

Skills & Competencies

The ideal candidate will be highly organised, proactive and client-focused, with excellent attention to detail and the ability to manage multiple priorities.

• Strong verbal and written communication skills.
• Excellent organisational, planning and time-management abilities.
• A methodical, accurate approach to work.
• Strong problem-solving, critical-thinking and research skills.
• The ability to take initiative, work independently and identify practical solutions.
• A collaborative team player who builds positive working relationships.
• A professional manner and strong interpersonal skills.
• The ability to work under pressure, meet deadlines and adapt to changing client needs.
• Assertive, resourceful and resilient, with a strong sense of accountability.
• The ability to handle confidential information with discretion.

***Only shortlisted candidates will be contacted***