FINANCIAL PLANNING ASSISTANT
Accountancy Placements Pietermaritzburg
Durban, South Africa
2d ago

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.

REQUIREMENTS :

  • 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
  • RESPONSIBILITIES :

  • Client Services
  • Operational Support
  • Client records
  • Transition and Commission flows
  • New Business and Commission flows
  • General Office Management
  • Marketing Support
  • Office Management
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