Financial Planner - Westville DBN
Greys Personnel Westville
Key Responsibilities
- Provide administrative and client service support to Financial Planners
- Assist with client onboarding and FICA compliance
- Process new business and investment transactions
- Prepare client review packs and financial reports
- Maintain accurate client records on CRM systems such as Xplan
- Liaise with product providers and internal teams
- 23 years experience in financial services / wealth administration
- Experience supporting financial planners or wealth advisors
- Xplan or similar financial planning system experience
- Knowledge of FAIS and FICA regulations
- Strong attention to detail and organisational skills
- Office-based role (08:00 17:00, Monday to Friday)
- Candidates must be able to commute to Westville daily
How to apply:
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