Financial Planning Services Coordinator

7 days ago

Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

We are seeking a detail-oriented and organized individual to join our team as a Financial Planning Partner Assistant in our Port Elizabeth office.

Salary Interval: Monthly

Job Description:

In this role, you will be responsible for overseeing administrative processes and controls within our Financial Planning practice, ensuring seamless client services experience as defined by the Head of Operations.

The ideal candidate will have excellent organizational skills, with the ability to prioritize tasks, manage multiple projects, and maintain accurate records while working closely with the Financial Planner Partner and product providers.

  • Collation of all client-related information (data discovery and fact find) and preparation of documentation for engagement between the Financial Planning Partner and client.
  • FICA and AML capture and checking during client onboarding.
  • Checking transition documentation for completeness and accuracy in alignment with the relevant client file checklist and lodgment rules.
  • Administration of client transfers and new business transactions.
  • Submission and monitoring of intermediary appointment notes to ensure clients successfully transfer to the license group and ongoing fees are received from relevant PPs.

Required Skills and Qualifications:

  • Understanding of FAIS and FICA legislation.
  • 2-3 years in the financial services industry is advantageous.
  • Relevant tertiary education or courses.
  • Computer skills: Microsoft Office (Excel, Word, Outlook essential), SharePoint, Xplan.

Benefits:

  • Methodical, accurate, with meticulous attention to detail.
  • Organizational skills with the ability to prioritize, plan, and manage projects.

Operational Support for Portfolio Managers and CRMs:

  • Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications.
  • All instructions to PM and CRMs initiated and maintained via Xplan tasks.

Marketing Support:

  • Assist with organizing client events in conjunction with the events coordinator, including venue bookings, RSVP management, and event logistics.
  • Support Financial Planning Partners at client events.

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