Financial Planning Partner Assistant

4 weeks ago

East London, South Africa HeadHunters Full time

**Reference**
- PE002345/RW**Location**
- Eastern Cape, East London**Salary Interval**
- Monthly**Package**
- None-negotiable**Description**

**Our client in the Financial Services industry **is currently looking to employ a **Financial Planning Partner Assistant based in East London.**

**A wonderful career opportunity awaits you.**

**Requirements**:

- 2-3 years in the financial services industry required.
- Relevant tertiary education or courses.
- Financial Services Industry.
- Understanding of FAIS and FICA legislation.
- 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.
- Organizational skills, ability to prioritize, plan and manage projects.
- Critical thinking: ability to strategize, research and interpret.
- 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.

**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 & lodgment rules.
- Administration relating to client transfer and new business transactions.
- Submission of intermediary appointment notes to relevant PPs.
- Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs.
- Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
- Monitoring the underwriting and acceptance of new business transactions.
- Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
- Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients.
- Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment.
- Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.

**Operational support for Portfolio Managers and CRMs**
- All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.

**IT & Systems**
- Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date and accurate.
- Data capture of client demographic data on client relationship management system XPlan.
- Client financial data capture (ASTUTE, PPs and manual).
- Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning Partner.
- Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
- Ensure proper record keeping in line with business rules and where relevant, legislation & safe storage into XPlan.
- Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
- Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
- Extensive use of XPlan notes and tasks to manage client records and organization of practice.
- Prepare for clients reviews as per client review template.
- Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV (the company’s proprietary software that manages all aspects of the Partner’s practice).
- Maintain an accurate diary system. (XPlan & Outlook integration)
- Address all technology issues experienced by the Financial Planning Partner and facilitate the solution - liaison with the IT support desk etc.

**NAV & KPIs**
- Fu

  • Financial Planning Partner Assistant

    3 weeks ago

    East London, Eastern Cape, South Africa HeadHunters Full time

    Reference PE002345/RWLocation Eastern Cape, East LondonSalary Interval MonthlyPackage NonenegotiableDescriptionOur client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant based in East London.A wonderful career opportunity awaits you.Requirements: 23 years in the financial services industry required....

  • Secretary / Personal Assistant : Financial Broker

    4 weeks ago

    East London, South Africa Ultra Personnel Full time

    **Duties and responsibilities**: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for...

  • Planning Assistant

    4 weeks ago

    East London, South Africa Abantu Staffing Solutions Full time

    **Job Title **:Planning Assistant**Employment Type **:Full Time**Experience **:2 to 3 years**Salary **:Negotiable**Job Published **:12 April 2024**Job Reference No. **:2595915988**Job Overview**: - The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key...

  • Planning Assistant

    4 weeks ago

    East London, South Africa Abantu Staffing Solutions Full time

    **Job Overview**: - The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making.\ - **Reporting Structure**: HOD of Planning Department **Minimum Requirements**: - Matric/...

  • Planning Assistant

    1 month ago

    East London, South Africa Adzuna ZA B C2 Full time

    Our client in the Clothing Retail environment is seeking a Planning Assistant to join their team, based in East London.Successful candidate will support the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reporton key areas relating to business performance and produce material that aids decision...

  • Planning Assistant

    1 month ago

    East London, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client in the Clothing Retail environment is seeking a Planning Assistant to join their team, based in East London. Successful candidate will support the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reporton key areas relating to business performance and produce material that aids decision...

  • Planning Assistant

    4 weeks ago

    East London, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client in the Clothing Retail environment is seeking a Planning Assistant to join their team, based in East London.Successful candidate will support the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reporton key areas relating to business performance and produce material that aids decision...

  • Planning Assistant

    3 weeks ago

    East London, Eastern Cape, South Africa Staff Unlimited Recruitment Full time

    Our client in the Clothing Retail environment is seeking a Planning Assistant to join their team, based in East London.Successful candidate will support the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reporton key areas relating to business performance and produce material that aids decision...

  • Planning Assistant

    4 weeks ago

    East London, South Africa JUMBO CLOTHING Full time

    **JOB PURPOSE** The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making. **KEY RESPONSIBILITIES** - Data exporting, collating and updating. - Data analysis. - Reporting...

  • Planning Assistant

    1 month ago

    East London, South Africa Staff Unlimited Recruitment Full time

    Our client in the Clothing Retail environment is seeking a Planning Assistant to join their team, based in East London.Successful candidate will support the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reporton key areas relating to business performance and produce material that aids decision...

  • Planning Assistant

    1 month ago

    East London, South Africa Abantu Staffing Solutions Full time

    Job Overview:The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making.\Reporting Structure:  HOD of Planning Department Minimum Requirements:Matric/ Grade 12Minimum...

  • Planning Assistant

    1 month ago

    East London, South Africa Abantu Staffing Solutions Full time

    Job Overview: The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making.\ Reporting Structure:   HOD of Planning Department   Minimum Requirements: Matric/ Grade 12...

  • Planning Assistant

    1 month ago

    East London, South Africa Abantu Staffing Solutions Full time

    Job Overview:The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making.\Reporting Structure:  HOD of Planning Department Minimum Requirements:Matric/ Grade 12Minimum...

  • Planning Assistant

    3 weeks ago

    East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Job Title :Planning AssistantEmployment Type :Full TimeExperience :2 to 3 yearsSalary :NegotiableJob Published :12 April 2024Job Reference No :Job Overview: The Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and...

  • Planning Assistant

    3 weeks ago

    East London, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Are you passionate about the fashion industry? Our client, a leading player in the Clothing Retail sector, is on the lookout for a Planning Assistant to join their dynamic team in East London. If you have a knack for supporting Planning and Allocating functions, this might just be the perfect fit for you!Key Responsibilities:Matric + 2 years' experience in a...

  • Planning Assistant

    3 weeks ago

    East London, Eastern Cape, South Africa JUMBO CLOTHING Full time

    JOB PURPOSEThe Planning Assistant supports the needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas relating to business performance and produces material that aids decision making.KEY RESPONSIBILITIES Data exporting, collating and updating. Data analysis. Reporting on key areas....

  • Regional Relationship Manager

    2 weeks ago

    East London, South Africa Bayport Financial Services Full time

    The Regional Relationship Manager is a brand ambassador that visits corporates, municipalities, government departments and trade unions and engages interactively with their employees and members in order to provide money solutions in line with Bayport’s corporate strategy, brand promise and offerings and in line with the Corporate Payroll agreement. - The...

  • Planning Assistant

    4 weeks ago

    East London, South Africa Sheldon Recruitment and Selection Full time

    Applicants are required to meet the following criteria: Grade 12 with at least 2 years experience in a similar role in a retail environmentAdvanced MS Office (Excel) skills and excellent communication skillsValid drivers licenseThe successful applicant would be responsible for, but not limited to: Data exporting, collating and updatingData analysis and...

  • Planning Assistant

    1 month ago

    East london, South Africa Adzuna ZA B C2 Full time

    Applicants are required to meet the following criteria: Grade 12 with at least 2 years experience in a similar role in a retail environmentAdvanced MS Office (Excel) skills and excellent communication skillsValid drivers licenseThe successful applicant would be responsible for, but not limited to: Data exporting, collating and updatingData analysis and...

  • Planning Assistant

    1 month ago

    East london, South Africa Sheldon Recruitment and Selection Full time

    Applicants are required to meet the following criteria: Grade 12 with at least 2 years experience in a similar role in a retail environment Advanced MS Office (Excel) skills and excellent communication skills Valid drivers license The successful applicant would be responsible for, but not limited to: Data exporting, collating and updating Data analysis...