Financial Planning Partner Assistant

5 months ago

Somerset West, South Africa HeadHunters Full time

**Reference**
- PE002161/RW**Location**
- Western Cape, Somerset West**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 Somerset West.**

**A wonderful career opportunity awaits you.**

**Requirements**:

- 2-3 years in the financial services industry required.
- Relevant tertiary education or courses.
- 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.
- 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 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 and 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 and 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 and Outlook integration)
- Address all technology issues experienced by the Financial Planning Partner and facilitate the solution - liaison with the IT support desk

  • Finance Assistant

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 4 hours ago- **Location**: Somerset West, Western Cape- **Job Title**: Finance Assistant- **Salary**: R25,000- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Finance Assistant job vacancy in Somerset West.**: A renowned Aviation Engineering company is looking for a...

  • Finance Assistant

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 1 month ago- **Location**: Somerset West, Western Cape- **Job Title**: Finance Assistant- **Salary**: R25,000- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Finance Assistant job vacancy in Somerset West.**: A renowned Aviation Engineering company is looking for a...

  • Finance Assistant

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 2 hours ago- **Location**: Somerset West, Western Cape- **Job Title**: Finance Assistant- **Salary**: R25,000- **Education Level**: Certificate- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Finance Assistant position available in the Helderberg area.**: A renowned Aviation Engineering company is...

  • Financial Planning Support Specialist

    1 day ago

    Somerset West, Western Cape, South Africa Merand Corbett & Associates Full time

    We are seeking a highly skilled and experienced Financial Planning Support Specialist to join our team at Merand Corbett & Associates. This role plays a critical part in ensuring the smooth operation of our financial planning practice.Job OverviewThe successful candidate will provide exceptional administrative support to our financial planners, enabling them...

  • Group Managing Director

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 20 hours ago- **Location**: Somerset West, Cape Town- **Job Title**: Group Managing Director- **Salary**: R135,000- **Education Level**: Bachelors Degree- **Job Level**: Executive- **Minimum Experience**: 8 - 10 Years**Group Managing Director position available in Somerset West.**: A very well-established national...

  • Financial Assistant

    5 months ago

    Somerset West, South Africa Helderberg Personnel Full time

    Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

  • Financial Assistant

    5 months ago

    Somerset West, South Africa Helderberg Personnel Full time

    Well established company based in the outskirts of Somerset West has a vacancy for an Accounts Clerk / Financial Assistant with at least 2 years financial experience. An debtors clerk|financial assistant **Requirements**: - Grade 12 - A post-matric qualification in finance will be an advantage - Own transport - Computer literate (MS Excel essential) -...

  • Paraplanner

    5 months ago

    Somerset West, South Africa Montana Resourcing Full time

    The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...

  • Investment Assistant

    5 months ago

    Somerset West, South Africa Merand Corbett & Associates Full time

    Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...

  • Digital Marketing Manager

    2 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 19 hours ago- **Location**: Somerset West, Cape Town- **Job Title**: Digital Marketing Manager- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Digital Marketing Manager required in Somerset West.**: A renowned Manufacturing Engineering company is looking for a...

  • Sales Consultant

    5 months ago

    Somerset West, South Africa Swarovski Partner Boutique Full time

    We are hiring a Sales Consultant to join our **SWAROVSKI **store in Somerset Mall. As a member of a **Premium Fashion Brand Boutique**, you will assist the team to succeed by achieving **Sales Targets, Growing Customer Loyalty and Promoting our Product through the Development of Excellence in Customer Service.** **WHAT WE EXPECT FROM YOU** With a strong...

  • Line Leader

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 4 hours ago- **Location**: Somerset West, Western Cape- **Job Title**: Line Leader (Aviation Engineering)- **Education Level**: Diploma- **Job Level**: Senior- **Minimum Experience**: 5- 7 Years**Line Leader (Aviation Engineering) - Somerset West.**: A renowned Aviation Engineering company is looking for a ‘Line...

  • Project Management Administrator

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 20 hours ago- **Location**: Somerset West, Western Cape- **Job Title**: Project Management Administrator- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Project Management Administrator - Somerset West.**: A renowned Manufacturing Engineering company is looking for a...

  • Quality Assurance Specialist

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 16 mins ago- **Location**: Somerset West, Western Cape- **Job Title**: Quality Assurance Specialist- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Quality Assurance Specialist position available in Somerset West.**: A renowned high-tech design and aviation...

  • Personal Assistant

    5 months ago

    Somerset West, South Africa Amdec Group Full time

    Sitari Country Estate is an award-winning property development in the Western Cape and offers an iconic selection of prestige, premium and luxury apartments, village and country homes, country plots, as well as planned retirement properties, 24/7 protection, complete with an exclusive Curro School and lifestyle village mall. The **Sitari Property Sales**...

  • Executive Assistant to CEO

    5 months ago

    Somerset West, South Africa Enreach Full time

    Job Title: Executive Assistant to the CEO Location: Somerset West, Cape Town Type: Full-Time in-office Monday to Friday **About Enreach** Enreach is a young, dynamic and innovative company driving growth and delivering exceptional value to our clients. We service B2B tech clients across the world and thrive on a fast-paced set up, team collaboration, and...

  • Supermarket Assistant

    1 week ago

    Somerset West, South Africa ENGINEERINGUK Full time

    Our Purpose Working in Partnership for a happier world - our shared Purpose that guides us in everything we do and inspires 3 important principles; happier people, happier business, happier world. The John Lewis Partnership is a truly unique business, one that seeks to make a positive difference to the lives of everyone. Due to working time regulations,...

  • Sheq Officer

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 18 hours ago- **Location**: Somerset West, Western Cape- **Job Title**: SHEQ Officer- **Salary**: R40,000- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**SHEQ Officer required for a job vacancy in the Helderberg area.**: A renowned high-tech design and aviation...

  • Sheq Officer

    2 months ago

    Somerset West, South Africa HR Talent Partner Full time

    **Job Overview**: **Date Posted**: Posted 56 mins ago- **Location**: Somerset West, Western Cape- **Job Title**: SHEQ Officer- **Education Level**: Certificate- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**SHEQ Officer position available in Somerset West.**: A renowned Aviation Engineering company is looking for a ‘’SHEQ...

  • Department Manager

    5 months ago

    Somerset West, South Africa HR Talent Partner Full time

    Job Overview **Date Posted**: Posted 6 hours ago **Location**: Somerset West, Western Cape **Job Title**: Department Manager (CNC Machining) **Salary**: R55,000 **Education Level**: Diploma Job Level: Management Minimum Experience: 8 - 10 Years Department Manager (CNC Machining) - Helderberg Area. A renowned high-tech design and aviation manufacturing...