Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002243/Doret

Date posted:

Friday, May 8, 2026

Location:

Durban, South Africa

SUMMARY:

Our client is seeking a professional and highly organised Partner Assistant to support the Financial Planning Partner(s) in delivering exceptional client service and operational excellence.
The successful candidate will form part of a collaborative regional team and will work closely with Assistants, Portfolio Managers, and Head Office support functions.
This role is responsible for managing the administrative, operational, and client servicing functions within the practice, while acting as a key liaison between the Financial Planning Partner(s), clients, product providers, and the regional office.

POSITION INFO:
Key Responsibilities:

Client Services & Administration

Provide professional administrative and client service support to Financial Planning Partner(s)
Act as the primary point of contact for clients and assist with client queries and requests
Implement and maintain administrative processes and controls within the practice
Liaise with product providers regarding new business, client servicing, and transactions
Ensure compliance with Treating Customers Fairly principles and complaint resolution processes
Assist with preparation of client documentation, fact finds, and review packs

Operations & Compliance

Manage client onboarding processes, including FICA and AML requirements
Capture, check, and submit new business and transition documentation accurately
Monitor underwriting, policy issuance, and transfer processes with product providers
Assist with commission follow-ups, suspense accounts, and fee tracking
Maintain accurate client records and ensure compliance with business processes and legislation

Systems & Reporting

Capture and maintain client information on Xplan and related systems
Prepare client portfolio information and consolidated reports
Upload and maintain electronic client records and documentation
Manage diaries, tasks, reminders, and workflow through Xplan and Outlook
Support the Financial Planning Partner(s) with reporting and practice management information

Office & Team Support

Assist with general office administration and operational support
Coordinate meetings, client events, and related logistics
Maintain professional communication with clients and stakeholders
Collaborate effectively with regional support teams and colleagues

Minimum Requirements

2–3 years’ experience within the financial services industry advantageous
Relevant tertiary qualification or industry-related courses preferred
Understanding of FAIS and FICA legislation
Strong administrative and client service experience
Computer literacy essential: Microsoft Office (Excel, Word, Outlook), SharePoint, and Xplan advantageous
Strong communication and interpersonal skills
High attention to detail and accuracy

Personality & Work Ethic

We are looking for a professional, client-centric individual with strong organisational skills and the ability to work effectively under pressure.
The successful candidate must be proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
A positive attitude, strong sense of accountability, confidentiality, and the ability to build professional relationships with clients and colleagues are essential for success in this role.

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

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