Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001919/Doret

Date posted:

Tuesday, June 17, 2025

Location:

Somerset West, South Africa

SUMMARY:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

POSITION INFO:
Categories
- Client Services
- Operations
- Operational support for Portfolio Managers and CRMs
- IT & Systems
- NAV & KPIs
- Marketing Support
- Office Management

Knowledge
- Financial Services Industry
- Understanding of FAIS and FICA legislation

Competencies
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
- Xplan Proficeint.
- Good verbal and written communications skills.
- High energy individual who is customer centric and relationship orientated.
- Methodical, accurate and have meticulous attention to detail.
- Initiative-taking work ethic.
- Organizational skills, ability to prioritize, plan and manage projects.
- Ability to collaborate with others.
- Critical thinking: ability to strategize, research and interpret.
- Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
- Teamwork: be a reliable and productive member of the team.
- Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
- Time management: ability to manage time and tasks to ensure deadlines are met.
- Assertiveness, proactive & resourceful.
- Resilient under pressure.
- Ability to multi-task.
- Maintain absolute confidentiality.

Qualifications and Experience
- 2-3 years in the financial services industry will be advantageous.
- Relevant tertiary education or courses.

Attributes
- The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s).
- Strong personality.

***Only shortlisted candidates will be contacted***

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