Wealth Planning Support Specialist

Pro Talent; Kloof; On-site; ZAR 201,000 - 246,000; Full time

Job summary

Pro Talent is seeking a Financial Planning Partner Assistant in Kloof/Durban for a 12-month fixed-term contract. You will work closely with Financial Planning Partners to provide end-to-end administrative and client service support, ensuring a seamless client experience.

Role involves handling onboarding, documentation, CRM data, and liaison with product providers and brokers. Strong organisational skills and familiarity with FAIS/FICA are essential.

Qualifications

• 2–3 years' experience in investments/wealth administration.
• RE5 and wealth/long-term insurance/investment qualifications are beneficial.
• Understanding of FAIS and FICA regulations.

Responsibilities

• Manage and coordinate all client service and administrative activities within the financial planning practice.
• Serve as the primary contact for clients, ensuring a professional and responsive service experience.
• Prepare client documentation, fact finds, onboarding paperwork including FICA/AML requirements.
• Process new business applications, client transfers, and ongoing policy administration.
• Liaise with product providers regarding applications, underwriting, commissions, and client queries.
• Maintain accurate client records, reports, and portfolio information on CRM/financial planning systems.
• Support client review meetings through portfolio reports and review documentation.
• Assist with client events, office admin, diary management, and general operational support.
• Monitor service standards and help achieve operational and performance objectives.

Skills

Client service

Communication

Organisational skills

Multitasking

Education

RE5 certification

Wealth/long-term investment qualification

Tools

Excel

Word

Outlook

CRM systems

Xplan

Job description

Pro Talent is seeking a Financial Planning Partner Assistant in Kloof/Durban for a 12-month fixed-term contract. You will work closely with Financial Planning Partners to provide end-to-end administrative and client service support, ensuring a seamless client experience.

Role involves handling onboarding, documentation, CRM data, and liaison with product providers and brokers. Strong organisational skills and familiarity with FAIS/FICA are essential.