Financial Planning Support Specialist

Merand Recruitment; South Africa; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Merand Recruitment is looking for a Financial Planning Partner Assistant in South Africa to support Financial Planning Partners. The role involves managing administrative processes, enhancing client relationships, and ensuring operational efficiency in the financial planning practice.

The ideal candidate should have 2-3 years of experience in the financial sector, strong organizational skills, and a client-focused mindset. Proficiency in Microsoft Office and CRM systems is necessary, along with a relevant qualification.

Qualifications

• 2-3 years' experience in the financial services industry advantageous.
• Experience supporting financial planners or wealth advisors preferred.

Responsibilities

• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative processes and ensure compliance with internal procedures.
• Manage client onboarding processes including FICA and AML compliance checks.
• Monitor underwriting and follow up on outstanding requirements.

Skills

Strong administrative and organizational skills

High attention to detail and accuracy

Excellent verbal and written communication skills

Proactive and solutions-driven approach

Strong client service orientation

Education

Relevant tertiary qualification or financial services courses

Tools

Microsoft Office (Excel, Word, Outlook)

CRM systems

Job description

Merand Recruitment is looking for a Financial Planning Partner Assistant in South Africa to support Financial Planning Partners. The role involves managing administrative processes, enhancing client relationships, and ensuring operational efficiency in the financial planning practice.

The ideal candidate should have 2-3 years of experience in the financial sector, strong organizational skills, and a client-focused mindset. Proficiency in Microsoft Office and CRM systems is necessary, along with a relevant qualification.