Financial Planning Partner Assistant

Recruiter:

Headhunters

Job Ref:

2451010633

Date posted:

Saturday, June 25, 2022

Location:

Bedfordview, South Africa

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.

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Financial Planning Partner Assistant

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