Financial Planning Partner Support Specialist

Catch; KwaZulu-Natal; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Catch in KwaZulu-Natal is seeking a Partner Assistant to support Financial Planning Partners with client services, admin processes, and liaison with product providers. You will join a regional team and collaborate with assistants across offices to ensure accurate documentation and timely service delivery.

The role requires FAIS/FICA awareness, data handling, and strong Microsoft Office/XPlan skills. You will manage onboarding, commissions and client communications while maintaining

Qualifications

• 2–3 years in the financial services industry.

Responsibilities

• Implement client services processes as defined by Head of Operations.
• Coordinate onboarding and documentation for engagements.

Skills

Client service

Communication

Time management

Teamwork

Organizational skills

Problem solving

Education

Relevant tertiary education or courses

Tools

Microsoft Office

SharePoint

XPlan

NAV

Job description

Catch in KwaZulu-Natal is seeking a Partner Assistant to support Financial Planning Partners with client services, admin processes, and liaison with product providers. You will join a regional team and collaborate with assistants across offices to ensure accurate documentation and timely service delivery.

The role requires FAIS/FICA awareness, data handling, and strong Microsoft Office/XPlan skills. You will manage onboarding, commissions and client communications while maintaining