Financial Planning Partner Assistant

Recruiter:

Headhunters

Job Ref:

2451010633

Date posted:

Saturday, June 25, 2022

Location:

Bedfordview, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.

Requirements:

Qualification in investments/financial planning/business management would be an advantage.
2-4 years experience in a client services environment.
At least 5 years of experience in the financial services industry.
Knowledge of the Financial Services Industry.
FAIS and FICA knowledge required.
Computer literacy: Microsoft Office, xPlan would be an advantage.
Excellent verbal and written communication skills.
Customer centricity – passionate about client service.
Excellent organizing and planning ability.
Deadline driven.
Relationship management skills.
Proactive and resourceful.
Resilient under pressure.
Ability to multi-task.
Methodical, accurate, and detail conscious.
Maintains confidentiality.

Duties and Responsibilities include, but are not limited to:

Client Services:
Capturing of client demographic data on relevant client management tools.
Operational Support:
Client Records
Transition and Commission flows.
New Business and Commission flows.
General Office Management.
Marketing Support:
Regional event assistance and organization of smaller client events -booking venues, RSVP management, event management, etc. Representing the business at client events where required.
Office Management:
Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management, etc.

Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Planning Partner Assistant
Location: Pretoria
Salary:
An established financial services practice is seeking a financial planning partner assistant to support financial planning partners in delivering exceptional client service and efficient practice operations.This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset.T...
42 days ago

Financial Planning Partner Assistant
Location: Pretoria
Salary: 22 000 Monthly
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.
42 days ago

Head of Financial Planning & Analysis (FP&A)
Location: Johannesburg
Salary: R1m – R1.2m (Negotiable)
Head of financial planning & Analysis (FP&A)
27 days ago

Group Finance Manager | Packaging and Manufacturing
Location: Johannesburg
Salary: 600000
ð Lead finance in a growing manufacturing businessA fastâgrowing manufacturing and packaging company based in Chamdor, Johannesburg is looking to appoint a Finance Manager to take full ownership of the finance function and play a key role in driving the business to its next phase of growth.This is a handsâon, operational finance role suited to a commercially sharp finance professional who u...
Today

Financial Manager
Location: Pretoria
Salary: 750000 Annually
A high-impact financial Manager role for a commercially minded professional ready to take ownership of a dynamic property portfolio.
Today

CHIEF FINANCIAL OFFICER TEMPORARY - 4 Months - GovermentContract
Location: Johannesburg
Salary: SALARY PACKAGE: COMPETITIVE NEGOTIABLE REMUNERATION PACKAGE
Applications are invited from persons interested to fill the above-mentioned position. The incumbent will be appointed on a 4-month temporary basis. (Braamfontein).
Today

Senior Financial Accountant (Financial Manager Level)
Location: Johannesburg
Salary:
We're looking for a Senior financial Management Accountant who operates at financial Manager level.This is a pivotal role within the organisation, offering full financial oversight and direct involvement in strategic decision-making alongside senior leadership.We are looking for a technically strong, commercially aware individual who is comfortable working in a fast-paced, evol...
1 day ago

Financial Manager
Location: Johannesburg
Salary: Highly competitive package of approximately R1.5 to R1.8 CTC per annum, negotiable depending on experience and profile.
Strategic Manufacturing Leadership Opportunity
1 day ago

CHIEF FINANCIAL OFFICER (CFO) 04 MONTHS CONTRACT
Location: Johannesburg
Salary: Monthly
Our client is currently looking to place for a Chief financial Officer on a temporary basis of 04 Months. The position is based at the National Office in Johannesburg (Braamfontein).MINIMUM REQUIREMENTS & COMPETENCIES (SKILLS, KNOWLEDGE AND ATTRIBUTES)- Post Graduate qualification in Finance or Accounting studies.- Ten (10) years financial management experience in the professional services sec...
1 day ago

Senior Specialist: Capital Management (Banking)
Location: Johannesburg
Salary:
This role provides senior technical leadership and governance oversight across regulatory capital reporting, capital planning, and ICAAP frameworks within a large financial institution.The VP ensures the integrity, consistency, and decision-usefulness of capital metrics across the group, while leading end-to-end delivery of key regulatory outputs. The role is responsible for challenging capital as...
2 days ago

Financial Planning Partner Assistant

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Partner Assistant in Bedfordview