19 May '20
Financial Planning Partner Assistant

Finance/Investments, KwaZulu Natal Pietermaritzburg

Market related -

Financial Planning Partner Assistant - Pietermaritzburg

Our client in the Financial Services sector, is looking for a Partner Assistant to support the Financial Planning Partner in providing high levels of client services to their clients.

The suitable candidate will take responsibility for:

  • Client Services
  • Liaison between the Financial Planner Partner and product providers
  • Preparation of all review packs
  • Operational Support
  • Capturing client data on Xplan to create client records
  • Ensure proper record keeping 
  • Transition and Commission flows
  • Administration relating to new business transactions
  • General Office Management
  • Marketing support

Requirements:

  • FAIS and FICA knowledge required
  • Microsoft Office knowledge
  • Knowledge of Xplan would be advantageous
  • Excellent verbal and written communication skills
  • Passionate about client service
  • Deadline driven
  • Methodical, accurate and detail conscious

 

Ad Visible Until: 30 June 2020
Ref: PMB000644/LF

Vacancy Type: Permanent