Financial Partner Port Elizabeth

7 days ago


Gqeberha, South Africa Headhunters Full time

Reference: PE -RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth. A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services industry required. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. Time management: ability to manage time and tasks to ensure deadlines are met. Assertiveness, proactive and resourceful. Resilient under pressure. Ability to multi-task. Maintain absolute confidentiality. Responsibilities and expectations but not limited to: Client Services: Implementation of the client services experience, as defined by the Head of Operations. Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint resolution process. Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist and lodgment rules. Administration relating to client



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    Reference: PE -RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth. A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services...


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