Financial Planning Assistant

2 days ago


Johannesburg, Gauteng, South Africa Ultra Personnel Full time
Job Title: Financial Planning Assistant

Ultra Personnel is seeking a highly skilled and motivated Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a crucial role in supporting our Financial Planners in providing exceptional client services.

Key Responsibilities:
  • Collaborate with Financial Planners to implement administrative processes and controls in their practices.
  • Act as a liaison between Financial Planners and product providers, ensuring seamless communication and coordination.
  • Manage client relationships, ensuring efficient delivery of client requirements on behalf of Financial Planners.
  • Adhere to the culture and principles of Treating Customer Fairly.
  • Perform administrative tasks, including data capture, documentation preparation, and submission of intermediary appointment notes.
  • Monitor and track client transactions, ensuring timely and accurate processing.
  • Provide ongoing support and maintenance services to Financial Planners and their clients.
Requirements:
  • Strong understanding of the Financial Services Industry and relevant legislation.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficient in Microsoft Office and Xplan.
  • High energy and customer-centric approach.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.


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