Financial Planning Partner Assistant

Recruiter:

Pronel Personnel

Job Ref:

388988753

Date posted:

Tuesday, January 4, 2022

Location:

Hillcrest, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Purpose of role:

The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Knowledge:

Knowledge of the Financial Services Industry
FAIS and FICA knowledge required.

Competencies

Computer literacy: Microsoft Office, xPlan would be an advantage.
Customer centricity – passionate about client service
Excellent organising and planning ability
Problem solving skills
Deadline driven

Qualifications and Experience

Qualification in investments/financial planning/business management would be an advantage.
2-4 years’ experience in a client services environment

If you meet all of the above, please send your CV to Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted.

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

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