Please note that this position is a 6-month fixed term contract.
The Partner Assistant is required to support the Financial Planning Partner in providing high levels of client services.
The suitable candidates will be responsible for overseeing the administrative, operations and clients services support to the Financial Planning Partner.
FAIS and FICA knowledge required
Knowledge of the Financial Services industry
Minimum 3 years' experience in a client services environment
At least 5 years' experience in the financial services industry
Fluency in English and Afrikaans is essential
A relevant qualification in Investments / Financial Planning / Business Management would be advantageous
Transition and Commission flows
New Business and Commission flows
General Office Management