Personal Assistant to Financial Planner

ACG Growth Partners™; Gqeberha; On-site; ZAR 112,000 - 134,000; Full time

Job summary

Independent FAIS-Licensed Financial Planning Practice in Walmer, Gqeberha, seeks a Junior Personal Assistant to keep the day-to-day operations running smoothly. You will manage the planner’s diary, prep client documentation, coordinate meetings and handle general administration, enabling the planner to spend more time with clients.

The role is office-based, Monday to Friday, with no remote option. Strong Word/Excel, English and Afrikaans fluency, and a professional, detail-oriented approach are

Qualifications

• Strong, fluent Word and Excel skills.
• Fluency in English and Afrikaans, written and spoken.
• Highly organised, with strong attention to detail.
• Professional and personable, and comfortable working independently.
• Good written and verbal communication skills.

Responsibilities

• Assist with the preparation and follow-up of client review meetings.
• Manage day-to-day client communication and engagement, including calls, email and meeting correspondence.
• Send meeting reminders and assist with meeting preparation.
• Manage the planner’s diary and scheduling.
• Handle general and basic office administration.
• Prepare client documents and client packs ahead of meetings.
• Draft meeting agendas, forms, quotations and proposals.
• Manage tasks and workflow on Asana.
• Liaise with marketing where required.
• Use AI tools to assist with administration and document preparation.

Skills

MS Word

MS Excel

English fluency

Afrikaans fluency

Organised

Communication skills

Independent worker

Tools

Asana

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Independent FAIS-Licensed Financial Planning Practice in Walmer, Gqeberha, seeks a Junior Personal Assistant to keep the day-to-day operations running smoothly. You will manage the planner’s diary, prep client documentation, coordinate meetings and handle general administration, enabling the planner to spend more time with clients.

The role is office-based, Monday to Friday, with no remote option. Strong Word/Excel, English and Afrikaans fluency, and a professional, detail-oriented approach are