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Practice Lead

1 week ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time
About the Role

We are seeking an experienced Practice Lead to join our financial planning Family Office. The ideal candidate will have a strong background in office management, financial planning, and compliance.

Responsibilities:
  • Financial Planning Support:
    • Assist in client onboarding, including gathering necessary documentation and information.
    • Support Financial Planners by preparing financial plans and conducting detailed financial analyses.
    • Enhance the client review process and ensure all client-facing documents are accurate and compliant.
  • Client Relationship Management:
    • Help manage and nurture client relationships, responding to inquiries in a timely and professional manner.

Requirements:

  • Bachelor's degree or diploma in Business Administration or a related field.
  • At least 5 years of experience in financial planning, para-planning, or a related role within the financial services industry.
  • Strong knowledge of financial services regulations and compliance.
  • Proficiency in Microsoft Office Suite and financial software.