Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002181/Doret

Date posted:

Friday, March 6, 2026

Location:

Hilton, South Africa

SUMMARY:
An established financial services practice is seeking a highly organized and detail-oriented Financial Planning Partner Assistant to support Financial Planning Partners in delivering efficient client service and administrative support.

This role involves managing client administration, coordinating new business transactions, maintaining accurate client records, and acting as a liaison between clients, product providers, and the financial planning team.

POSITION INFO:

Key Responsibilities

Provide administrative and client service support to Financial Planning Partners
Act as the primary point of contact for client queries and requests
Manage client onboarding processes including FICA and compliance documentation
Process new business applications and client transfers
Liaise with product providers regarding client transactions and requirements
Maintain and update client records and documentation on internal systems
Prepare documentation and reports for client reviews
Monitor outstanding requirements for new business applications
Assist with organizing client events and communications
Support general office administration and operations

Requirements

2–3 years’ experience in the financial services industry advantageous
Relevant tertiary qualification beneficial
Strong administrative and organizational skills
Excellent communication and client service skills
High attention to detail and accuracy
Ability to manage multiple tasks and meet deadlines
Proficiency in Microsoft Office (Word, Excel, Outlook)

Key Competencies

Strong client relationship focus
Excellent time management and organizational skills
Ability to work both independently and as part of a team
Professional, proactive and reliable

***ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED***

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