Financial Planning Partner Assistant

SUMMARY:
Menlyn (Pretoria) - Are you a methodical and client-centric professional looking to play a pivotal role in a dynamic financial planning environment? Join a regional team where your administrative expertise and dedication to service excellence will directly contribute to the success of a thriving practice.

POSITION INFO:
Our client is a prominent player in the South African financial services industry, focused on providing comprehensive wealth management and holistic financial planning solutions. They pride themselves on a culture of collaboration and a commitment to treating customers fairly.

Role Overview
The Financial Planning Partner Assistant provides essential administrative, operational, and client service support to Financial Planning Partners. In this role, you will act as the primary liaison between the practice, product providers, and the regional office to ensure a seamless client experience.

Key Responsibilities

• Client Relationship Management: Act as the first point of contact for clients and manage the implementation of the defined client service experience.
• New Business & Transitions: Oversee the submission and monitoring of new business applications, intermediary appointments, and client transfer transactions.
• Administrative Oversight: Take full responsibility for practice administrative processes, including FICA/AML compliance checks and maintaining accurate client files.
• Financial & Commission Tracking: Monitor commission statements, manage suspense accounts, and escalate fee-related queries with product providers.
• System Management: Utilize Xplan extensively for data capturing, diary management, and task tracking to ensure all records are up to date and accurate.
• Reporting & Reviews: Prepare comprehensive client portfolio reports and consolidated review documentation using NAV, Astute, and other provider platforms.
• Practice Support: Assist with the organization of client events and provide general office management support, including facilities and stationery management.

• Experience: 2–3 years of experience within the financial services industry is highly advantageous.
• Education: Relevant tertiary education or related industry courses.
• Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint is essential.
• Systems Knowledge: Previous experience with Xplan and Astute is required.
• Industry Knowledge: A solid understanding of FAIS and FICA legislation.

• Meticulous Attention to Detail: Methodical and accurate in handling complex administrative tasks.
• Proactive & Resourceful: An initiative-taking individual who can prioritize effectively and meet deadlines under pressure.
• Strong Communication: Excellent verbal and written communication skills with a professional presence.
• Collaborative: A reliable team player who enjoys working in a regional, multi-contributor environment.
• Problem Solver: Ability to use critical thinking to interpret data and apply creative solutions to client needs.