Financial Planning Partner Support Specialist

Headhunters (South Africa); Gqeberha; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Headhunters (South Africa) is seeking a Financial Planning Partner Assistant based in Gqeberha to support client services, operations and IT/CRM tasks within the financial planning practice.

The role requires 2-3 years in the financial services industry, knowledge of FAIS/FICA, XPlan familiarity, and strong organizational and communication skills. A detail‑oriented, proactive candidate who can multitask and maintain confidentiality will excel.

Qualifications

• Matric or equivalent.
• 2-3 years in the financial services industry will be advantageous.
• Relevant tertiary education or courses.
• Knowledge in the financial services industry.
• Understanding of FAIS and FICA legislation.
• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
• Xplan.
• Good verbal and written communications skills.
• 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.
• Ability to collaborate with others.
• 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.
• Teamwork: be a reliable and productive member of the team.Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful.
• Resilient under pressure.
• Ability to multi-task.
• Maintain absolute confidentiality.

Responsibilities

• Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).
• Liaison between Financial Planner Partner and product providers (PPs).
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s).
• Adhere to the culture and principles of Treating Customer Fairly.
• Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client.
• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist & lodgment rules.
• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs.
• Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
• Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients.
• Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant new business lodgment.
• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.

Skills

Verbal & written communication

Customer focus

Relationship management

Attention to detail

Time management

Multitasking

Initiative

Teamwork

Confidentiality

Professional conduct

Problem solving

Critical thinking

Organizational skills

Education

Matric or equivalent

Relevant tertiary education or courses

Tools

Microsoft Office (Excel, Word, Outlook)

SharePoint

Xplan

Job description

Headhunters (South Africa) is seeking a Financial Planning Partner Assistant based in Gqeberha to support client services, operations and IT/CRM tasks within the financial planning practice.

The role requires 2-3 years in the financial services industry, knowledge of FAIS/FICA, XPlan familiarity, and strong organizational and communication skills. A detail‑oriented, proactive candidate who can multitask and maintain confidentiality will excel.