Financial Planning Assistant
1 month ago
We are seeking a highly skilled and organized Financial Planning Partner Assistant to join our team at Headhunters. As a key member of our financial services team, you will be responsible for providing exceptional client service, administrative support, and operational expertise.
Key Responsibilities:- Client Services: Implement client services experience, take full responsibility for administrative processes and controls, liaison with Financial Planner Partners and product providers, and ensure efficient delivery of client requirements.
- Operations: Collate client information, prepare documentation, capture and check FICA and AML data, administer client transfers and new business transactions, and monitor submission of intermediary appointment notes.
- Operational Support: Assist Portfolio Managers and CRMs with pre-population of PCS mandates and applications, and maintain Xplan tasks.
- IT and Systems: Prepare client portfolios, ensure Xplan Policy Schedules are up to date, capture client demographic and financial data, and integrate data between Xplan and IWP.
- NAV and KPIs: Track and monitor personal KPIs, request assistance and guidance from POM, and liaise with Financial Planning Partners on NAV data.
- Marketing Support: Assist with client events, strengthen client relationships, and function as a primary point of contact.
- Office Management: Support general office management, including reception, facilities, meeting room management, and stationery.
Requirements: 2-3 years in the financial services industry, relevant tertiary education or courses, computer skills, good verbal and written communications skills, high energy individual, methodical and accurate, initiative-taking work ethic, organizational skills, ability to prioritize, plan, and manage projects, and ability to collaborate with others.
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Financial Planning Assistant
3 weeks ago
Sandton, South Africa Pronel Personnel Full timeFinancial Planning RoleWe are seeking a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients' financial plans and reviews.This role involves providing support in preparing financial plans, attending to client queries, working with the investment administration team, and liaising with the investment and life...
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Financial Planning Partner Assistant
2 months ago
Sandton, South Africa Headhunters Full timeRequirements: Financial Services Industry.Understanding of FAIS and FICA legislation.2-3 years in the financial services industry will be advantageous.Relevant tertiary education or courses.Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, Xplan experience.Good verbal and written communications skills.High energy individual who...
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Financial Planning Partner Assistant
2 months ago
Sandton, South Africa Adzuna ZA B C2 Full timeRequirements: Financial Services Industry.Understanding of FAIS and FICA legislation.2-3 years in the financial services industry will be advantageous.Relevant tertiary education or courses.Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, Xplan experience.Good verbal and written communications skills.High energy individual who...
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Financial Planning Specialist
1 month ago
Sandton, South Africa Dimension Data Full timeFinancial Planning and Analysis =========================== At Dimension Data, we are seeking a skilled Management Accountant to support our business in its financial planning and analysis. As a key member of our team, you will be responsible for conducting financial and statistical analyses, designing financial reports, and preparing and analyzing...
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Auditor Assistant
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Financial Planning Specialist
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Financial Planning Specialist
1 week ago
Sandton, South Africa Pronel Personnel Full timeRole OverviewPronel Personnel is seeking a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients.This role involves providing support in the management of clients, including preparing financial plans and reviews, working with the investment administration team, and liaising with the investment and life insurance...
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Financial Planning Specialist
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Financial Planning and Budgeting Specialist
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Financial Planning and Analysis Specialist
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Financial Planning and Analysis Specialist
1 week ago
Sandton, South Africa Telebest Full timeFinancial Analyst and Planning OpportunityTelebest is seeking a highly skilled Financial Analyst and Planner to join our team in Rivonia. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our business leaders.Key Responsibilities:Develop and maintain financial models and forecasts to...
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Head: Strategic Financial Planning
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Sandton, South Africa IDC Full timeTo provide overall leadership and direction of the strategic financial planning department of the organisation, including shaping and implementing the financial strategy, developing plans, analyzing data, and aligning goals to achieve the organization’s objectives. Monitoring & evaluation and continuous reporting to various committees with the intention...
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Financial Planning and Analysis Specialist
1 month ago
Sandton, South Africa Telebest Full timeFinancial Analyst and Planner Job DescriptionTelebest is seeking a highly skilled Financial Analyst and Planner to join our team in Rivonia. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to drive business growth and improvement.Key Responsibilities:Conduct financial analysis and modelling...