Financial Planning Partner Assistant (12-Month Fixed-Term Contract)

Recruiter:

Greys Personnel

Job Ref:

DBN003435/Themb

Date posted:

Friday, March 6, 2026

Location:

Durban, South Africa

SUMMARY:
Our client in the financial services sector is seeking a Financial Planning Partner Assistant to provide administrative and client support to Financial Planning Partners. The role is based in Kloof, KwaZulu-Natal.

POSITION INFO:

Description

The Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery.
The successful candidate will act as a key point of contact between the Financial Planning Partner, clients, and product providers while supporting the practice with administrative processes and client servicing activities.

Key Responsibilities

Provide administrative and operational support to Financial Planning Partners
Act as a liaison between clients, product providers, and internal teams
Assist with client onboarding processes including FICA and AML requirements
Prepare documentation for client engagements and financial planning reviews
Capture and maintain accurate client records on relevant CRM systems
Process and monitor new business applications and supporting documentation
Assist with client portfolio preparation and review documentation
Maintain organised client records and ensure compliance with company processes
Provide ongoing administrative support to ensure smooth client service delivery

Requirements

2–3 years’ experience within the financial services industry
Previous experience supporting Financial Advisors or Financial Planners advantageous
Knowledge of FICA, AML, and financial services administrative processes
Strong administrative and organisational skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with Xplan or similar CRM systems advantageous

Competencies

Strong attention to detail
Excellent organisational and time management skills
Ability to multitask and work under pressure
Strong communication and client service skills
Professional and confidential approach to work

How to apply:

Follow the link to our job seekers ’ page -

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