Head of Financial Planning Operations
5 days ago
As a Financial Planning Partner at Headhunters in Port Elizabeth, you will play a key role in managing client relationships, ensuring FICA and AML compliance, and performing various administrative tasks.
Responsibilities:
- Client relationship management
- FICA and AML compliance
- Administrative tasks related to client transfers and new business transactions
- Submission of intermediary appointment notes and monitoring of underwriting and acceptance of new business transactions
- Provision of ongoing service and maintenance support to clients and Financial Planning Partners
- Analysis and interpretation of data from NAV and KPIs to support the Financial Planning Partner
Skills and Qualifications:
- Bachelor's degree in a relevant field
- 2-3 years of experience in the financial services industry
- Excellent computer skills, including Microsoft Office and SharePoint
- Experience with XPlan and Astute
- Strong analytical and problem-solving skills
- Ability to work under pressure and meet deadlines
- Excellent communication and interpersonal skills
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