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