Strategic Financial Planning Assistant

Merand Recruitment; Durban; On-site; ZAR 280,000 - 420,000; Full time

Job summary

Merand Recruitment is seeking a dedicated client services and administration professional for a Durban-based role within the financial services sector. You will act as a primary client contact, prepare documentation, and support meetings and reviews, while ensuring onboarding, FICA/AML compliance and timely processing of applications.

You will liaise with product providers, assist with queries and complaints, and maintain accurate records in CRM systems; supporting marketing and office tasks as

Qualifications

• 23 years' experience in financial services would be advantageous.
• Knowledge of FAIS and FICA legislation would be advantageous.
• Experience with Xplan would be Beneficial.

Responsibilities

• Provide professional client service and act as a key contact for clients; prepare client documentation and assist with financial planning meetings and reviews.
• Manage client onboarding, FICA/AML documentation and compliance requirements; process new business applications, transfers and policy amendments.
• Liaise with product providers regarding applications, underwriting, fees and outstanding requirements; assist with client queries and complaint resolution.
• Maintain accurate client information, policy schedules and electronic records; capture and update client details, notes and tasks on CRM systems; prepare client portfolios and review documentation.

Skills

Excellent communication

Client service

Organisational skills

Time management

Problem solving

Discretion

Multitasking

Team collaboration

Education

Relevant tertiary qualification or industry-related courses

Tools

Xplan

SharePoint

MS Excel

Job description

Merand Recruitment is seeking a dedicated client services and administration professional for a Durban-based role within the financial services sector. You will act as a primary client contact, prepare documentation, and support meetings and reviews, while ensuring onboarding, FICA/AML compliance and timely processing of applications.

You will liaise with product providers, assist with queries and complaints, and maintain accurate records in CRM systems; supporting marketing and office tasks as