Financial Planning Assistant

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, youll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

Key Attributes:

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

Requirements:

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).

Remuneration: R18 000 - R20 000 Cost to Company

**Only shortlisted candidates will be contacted**