Financial Planning Partner Assistant – Roodepoort, Gauteng

Headhunters; Roodepoort; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the Financial Services sector is seeking a Financial Planning Partner Assistant to support client services and operations. This role requires 2-3 years of experience in finance, proficiency in Microsoft Office and Xplan, and strong organizational and communication skills. The assistant will facilitate administrative processes, manage client interactions, and assist with documentation accuracy. Candidates should be customer-centric and detail-oriented.

Qualifications

• 2-3 years experience in financial services (advantageous).
• Understanding of FAIS and FICA legislation.
• Methodical, detailed-oriented approach.

Responsibilities

• Manage administrative processes in the Financial Planning practice.
• Liaise with clients and Financial Planner Partners.
• Prepare documentation and ensure data accuracy in Xplan.

Skills

Customer-centric

Communication

Organizational Skills

Critical Thinking

Attention to Detail

Initiative

Collaboration

Education

Relevant tertiary education or courses

Tools

Microsoft Office

Xplan

Job description

Financial Planning Partner Assistant – Roodepoort, Gauteng

Reference: 1753127350

Sector: Financial Services

Location: Roodepoort

Job Type: Full-time

Experience: 1 to 3 years

Qualifications: No formal education required

Package: Negotiable

Description

Our client in the Financial Services Industry, based in Roodepoort, Gauteng, is currently looking to employ a Financial Planning Partner Assistant.

Requirements:

• 2-3 years of experience in the financial services industry (advantageous)
• Relevant tertiary education or courses
• Understanding of FAIS and FICA legislation
• Computer skills: Microsoft Office (Excel, Word, Outlook), SharePoint
• Xplan experience
• Good verbal and written communication skills
• Customer-centric and relationship-oriented high-energy individual
• Methodical, accurate, meticulous attention to detail
• Initiative-taking work ethic
• Organizational skills, ability to prioritize, plan, and manage projects
• Ability to collaborate with others
• Critical thinking: strategize, research, interpret
• Assertiveness, proactivity, resourcefulness

Responsibilities and Expectations:

Client Services:

• Implement client service experience as defined by Head of Operations
• Manage administrative processes and controls in the Financial Planning practice
• Liaise between Financial Planner Partners and product providers
• Follow formal complaint resolution processes
• Serve as a point of contact for clients, ensuring efficient delivery of requirements
• Adhere to Treating Customer Fairly principles

Operations:

• Gather client information and prepare documentation for engagements
• Capture and verify FICA and AML requirements during onboarding
• Check transition documentation for accuracy and completeness
• Administer client transfers and new business transactions
• Monitor underwriting and acceptance of new business
• Arrange medicals and follow up on outstanding requirements
• Provide ongoing support to clients and Financial Planning Partners
• Manage commission statements and suspense accounts

Support for Portfolio Managers and CRMs:

• Coordinate with PCS CRMs for client mandates and applications
• Manage instructions via Xplan tasks

IT and Systems:

• Prepare client portfolios and ensure Xplan data accuracy
• Capture client data and ensure proper record keeping
• Manage communication and documentation distribution
• Prepare for client reviews and maintain diaries
• Address technology issues with IT support

NAV and KPIs:

• Understand NAV data to support the practice
• Monitor personal KPIs on NAV
• Seek guidance for improvement where needed

Marketing Support:

• Assist with organizing client events
• Support Financial Planning Partners at events
• Strengthen client relationships as a primary contact

Office Management:

• Support reception, facilities, and supplies management
• Order stationery, marketing materials timely

Note: Only shortlisted candidates will be contacted. If you do not hear within two weeks, consider your application unsuccessful.