Financial Planning Partner Assistant

SUMMARY:

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.