Financial Planning Partner Assistant – Client & Operations Support

Headhunters recruitment; KwaZulu-Natal; Presencial; ZAR 320.000 - 520.000; Jornada completa

Descripción de la vacante

Headhunters recruitment seeks a Financial Planning Partner Assistant to join our client’s team in Gillitts, KwaZulu-Natal. The role focuses on implementing client service experiences and handling administration for Financial Planning practices, including onboarding, documentation, and liaison with product providers.

Ideal candidates will have 2-3 years in financial services, familiarity with FAIS and FICA, and strong MS Office plus Xplan experience.

Formación

• 2-3 years in the financial services industry will be advantageous.
• Relevant tertiary education or courses.
• Understanding of FAIS and FICA legislation.
• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
• Xplan experience.
• 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.
• 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.

Responsabilidades

• Implement the client services experience as defined by the Head of Operations.
• Take full responsibility for implementation of administrative processes and controls in Financial Planning practices.
• Liaise between Financial Planner Partner and product providers.
• Follow the formal complaint resolution process.
• Be the point of contact for clients and ensure delivery of requirements.
• Adhere to Treating Customer Fairly principles.
• Collate all client information (data discovery and fact find).
• Prepare documentation for engagement between FP Partner and client.
• FICA and AML capture and checking on client onboarding.

Conocimientos

Financial services experience

Client service

Attention to detail

Relationship management

Problem solving

Initiative

Organizational skills

Educación

Relevant tertiary education or courses

Herramientas

Excel

Word

Outlook

SharePoint

Xplan

Astute

NAV

IWP

Descripción del empleo

Headhunters recruitment seeks a Financial Planning Partner Assistant to join our client’s team in Gillitts, KwaZulu-Natal. The role focuses on implementing client service experiences and handling administration for Financial Planning practices, including onboarding, documentation, and liaison with product providers.

Ideal candidates will have 2-3 years in financial services, familiarity with FAIS and FICA, and strong MS Office plus Xplan experience.