Financial Planning Partner Assistant — 12-Month Contract

Catch

Wes-Kaap

On-site

ZAR 180,000 - 240,000

Full time

14 days+

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Job summary

Catch seeks a Partner Assistant to support Financial Planning Partners with client services, data management, and administrative workflows. You will work within a regional team, coordinating with assistants and practice colleagues to ensure accurate documentation and seamless service delivery.

Responsibilities include onboarding, AML/FICA checks, lodgment compliance, and maintaining client records in XPlan/NAV.

Qualifications

Proven experience in financial services admin and client services.
Understanding of FAIS and AML considerations is desirable.
Experience coordinating with financial planning partners and clients.
Proficiency with CRM and document management tools.

Responsibilities

Support Financial Planning Partners with client services and administrative tasks.
Liaise between practice and regional/head office; ensure timely delivery of client requirements.
Handle onboarding, documentation checks, and lodgment rules.
Process client communications and maintain accurate records in XPlan/NAV.
Support portfolio managers and CRMs with data preparation and reporting.
Coordinate appointments and medicals for clients as required.
Monitor commission statements and assist with fee reconciliation.
Escalate issues to Partners regarding fees or commissions.