Financial Planning Partner Assistant

Fouche & Co Recruitment; Pretoria; On-site; ZAR 246,000 - 279,000; Full time

Job summary

Fouche & Co Recruitment in Pretoria is seeking a Financial Planning Partner Assistant to provide comprehensive administrative, client service and office support for Financial Planning Partners. This 100% office-based role requires strong record-keeping, processing of onboarding checks, and close liaison with offices.

You will manage new business applications and portfolio documentation, use Xplan or similar CRM, and maintain confidential client records while adhering to FAIS and FICA.

Qualifications

• 2–3 years of experience in financial services is advantageous.
• Proficiency in Microsoft Office and familiarity with Xplan or similar CRM systems.
• Basic understanding of FAIS and FICA legislation.
• Bilingual proficiency in English, with Afrikaans language proficiency being a desirable advantage.

Responsibilities

• Implement client services experiences and administrative processes and controls.
• Handle FICA and AML capture, onboarding checks, and transition documentation.
• Manage new business applications, underwriting follow-ups, and commission reconciliations.
• Prepare client portfolios, maintain Xplan CRM records, and assist with review preparation.
• Support office management, marketing events, and general client liaison.

Skills

Bilingual English-Afrikaans

Education

Tertiary education or courses

Tools

Xplan CRM

Microsoft Office

Job description

The purpose of the Financial Planning Partner Assistant is to provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the key liaison between the practice and regional or head offices.

Key responsibilities:

• Implement client services experiences and administrative processes and controls.
• Handle FICA and AML capture, onboarding checks, and transition documentation.
• Manage new business applications, underwriting follow-ups, and commission reconciliations.
• Prepare client portfolios, maintain Xplan CRM records, and assist with review preparation.
• Support office management, marketing events, and general client liaison.

Requirements:

• Relevant tertiary education or courses.
• 2 to 3 years of experience in the financial services industry is advantageous.
• Proficiency in Microsoft Office and familiarity with Xplan or similar CRM systems.
• Basic understanding of FAIS and FICA legislation.
• Bilingual proficiency in English, with Afrikaans language proficiency being a desirable advantage.
• Ability to reliably commute daily for this 100% office-based role in Menlyn (Monday to Friday, 08:00 17:00).

Attributes:

• Customer-centric, relationship-oriented, and high-energy individual.
• Methodical with meticulous attention to detail and accurate record-keeping.
• Proactive, resourceful, and capable of working well under pressure.
• Strong organizational, time management, and multi-tasking abilities.
• Professional presence with a strict commitment to maintaining absolute confidentiality.

Remuneration:

R22 000 - R25 000 monthly