Financial Planning Partner Assistant (12-Month Contract)

Headhunters; South Africa; On-site; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Market-related remuneration

Job summary

Headhunters is seeking a Financial Planning Partner Assistant in South Africa to provide administrative and client services support for Financial Planning Partners. You will act as the main liaison between the practice, clients, and product providers, handling onboarding, documentation, and ongoing service tasks.

The role requires 2–3 years in financial services, knowledge of FAIS/FICA, and proficiency with Microsoft Office and Xplan or similar CRMs.

Qualifications

• Relevant tertiary qualification or courses required.
• 2 to 3 years of experience in financial services advantageous.
• Working knowledge of FAIS and FICA legislation.
• Proficiency in Microsoft Office and Xplan or similar CRM systems.

Responsibilities

• Manage end-to-end client onboarding, including data discovery and AML verification.
• Prepare client portfolios, review documents, and process new business applications and transfers.
• Maintain accurate client records and notes using Xplan.
• Coordinate client review preparations and produce CCRs.
• Handle service, commission tracking, and liaison with product providers.
• Assist with office management, marketing support, and client events.

Skills

Client onboarding

CRM systems

Microsoft Office

Attention to detail

Communication

Education

Relevant tertiary qualification

Tools

Xplan CRM

Microsoft Excel

Job description

Job Description

The Financial Planning Partner Assistant will provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the primary liaison between the practice, clients, and product providers.

Key Responsibilities

• Manage end-to-end client onboarding, including data discovery, fact-finding, FICA, and AML verification.
• Prepare client portfolios, review documentation, and process new business applications and transfers.
• Maintain accurate client records, notes, and tasks using Xplan and ensure proper record-keeping in line with business rules.
• Coordinate client review preparations, produce Client Consolidated Reports (CCR), and manage diary systems.
• Handle ongoing service and maintenance support, including commission tracking, query resolution, and product provider liaison.
• Assist with general office management, marketing support, and client event coordination.

Requirements

• Relevant tertiary qualification or courses.
• 2 to 3 years of experience in the financial services industry will be advantageous.
• Working knowledge of FAIS and FICA legislation.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and experience with Xplan or similar CRM systems.

Attributes

• Customer-centric with a relationship-oriented approach and high professional standards.
• Methodical and accurate with meticulous attention to detail.
• Proactive, resourceful, and capable of working effectively under pressure.
• Strong organizational, time-management, and problem-solving skills.

Remuneration

Market Related