Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000458/JC

Date posted:

Monday, June 23, 2025

Location:

Portelizabeth, South Africa

Salary:

Monthly

SUMMARY:
Overbakken (Port Elizabeth) - Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant. Join a committed team focused on exceptional client engagement.

POSITION INFO:
Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

Oversee all client service tasks from onboarding to reviews.
Capture and verify client data, documents, and applications.
Maintain client files and records using Xplan.
Coordinate with financial planning partners and service providers.
Manage marketing material, events, and internal communication distribution.
Assist in commission and compliance tracking.
Provide internal IT and system support coordination.
Track practice KPIs and assist with office management.

Key Attributes:

High attention to detail.
Team-oriented with strong communication skills.
Professional presence and reliability.
Strong initiative and problem-solving ability.
Confidential and composed under pressure.

Requirements:

2–3 years in financial services advantageous.
Tertiary education or applicable courses.
Proficient in MS Office and Xplan.
Familiarity with financial regulatory practices (FAIS/FICA).

Remuneration:
Market related - DOE

**Only shortlisted candidates will be contacted**

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